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Jeffrey Sarti
CRD 4837493
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Morton Capital Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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M83 Investment Group, Llc
Chief Executive Officer And Manager · Less than 5% · Nov 2024
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M83 Investment Group, Llc
Trustee · GP / trustee / elected manager · Nov 2024
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Morton Capital Management, Llc
Ceo & Manager · Less than 5% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗