Sarah Morse is a control person of Morse Asset Management and directly owns between 50% and 75% of it.
Morse Asset Management is an investment adviser based in Darien, CT, registered with the SEC since 2016. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $534 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6262004
- Firm
- Morse Asset Management · CRD 285650
- Role
- Owner
- In role since
- May 2021 · 5 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Darien, CT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Sarah Morse work?
Sarah Morse has been Owner of Morse Asset Management, Inc. since May 2021, and is a control person of the firm.
How can I verify Sarah Morse’s record?
Sarah Morse’s role is listed on Morse Asset Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285650.