Morgan Selmi has been an investment adviser representative at Broadwing Capital Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners.
Broadwing Capital Advisors, Inc. is a Larkspur, CA firm with $148M under management, 63 clients and 2 advisers in one office, as of its February 2026 filing.
- – present · under a yearLarkspur, CA · Adviser representative · Firm CRD 127513
Investment adviser representative registrations
Morgan Selmi is registered as an investment adviser representative in California, since January 2026.
- CaliforniaSince 8 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8210023
- Firm
- Broadwing Capital Advisors · CRD 127513
- Office
- 101 LARKSPUR LANDING CIRCLE, SUITE 221, Larkspur, CA 94939
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Morgan Selmi work?
Morgan Selmi is an investment adviser representative registered through Broadwing Capital Advisors, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Morgan Selmi a financial advisor?
Yes. Morgan Selmi has a current investment-adviser registration in California, through Broadwing Capital Advisors since January 2026.
How many years of experience does Morgan Selmi have?
Morgan Selmi has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Morgan Selmi passed?
Morgan Selmi passed the Series 65 in December 2025.
Where is Morgan Selmi based?
Morgan Selmi’s registered office is in Larkspur, CA.
Is Morgan Selmi registered with FINRA?
No. Morgan Selmi has no current broker registration.
How can I verify Morgan Selmi’s record?
Search CRD 8210023 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Selmi’s full registration record.
