MOUNTAIN VIEW STRATEGIC WEALTH, LLC
CRD #154295 SEC #801-130118 HOPEWELL JUNCTION, NY 845-834-4343
SEC Registered
Total AUM
$48.5M
Discretionary
$48.5M
Employees
2
Clients
25
Accounts
281
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORGAN, JOHN, SCOTT | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| MORGAN, JOHN, SCOTT | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| MORGAN, JOHN, SCOTT | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| MORGAN, JOHN, SCOTT | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (2)
FL NY
Address
200 NORTH DRIVEI.PARK SUITE 103
HOPEWELL JUNCTION, NY 12533
United States
Phone: 845-834-4343