Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

Fund Assets in Fund
Schwab S&P 500 Index Fund <$1M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Community College of Allegheny 4 years, 1 month Aug 2015 - Present
    Bulldog Advisors LLC 5 years, 3 months Jun 2014 - Present
    Oaktree Investment Advisors 5 months Jan 2014 - Jun 2014
    Tepper School of Business 9 months Aug 2013 - May 2014
    Heinz 2 months Jun 2013 - Aug 2013
    Tepper School of Business 10 months Aug 2012 - Jun 2013
    Pfm Asset Management LLC 11 months Jul 2009 - Jun 2010
    Soundview Capital 9 months Mar 2008 - Dec 2008

    Designations & Memberships

    Membership information not available

    Articles and Answers

    Insights by Stephen Morse

    There are no insights for this advisor to display at this time.

    Answers

    Ask a financial questionAsk a question
    How can I accurately and easily determine the fees that I am paying for a 401K or an IRA account?
    Use a website like https://www.feex.com/nerdwallet/should-i-rollover-my-401k/. Your statement may not include all of the outside fees or the mutual fund expense ratios....  (more)
    Answered Oct 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Nov 19, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Bulldog Advisors LLC

      Last updated on July 6, 2017
        • $4.1M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 55
          Accounts
        • $74.5K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges