Morgan Stevens Asset Management, LLC

Morgan Stevens is the CEO and sole advisor at Morgan Stevens Asset Management, LLC, an independent registered investment adviser based in Coto De Caza, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Stevens is also a licensed insurance agent and a registered representative of Northwestern Mutual Investment Services, LLC, offering insurance products and services in addition to his advisory role. He is affiliated as an investment adviser representative with another firm as well. Morgan Stevens Asset Management, LLC provides discretionary portfolio management and customized investment plans for individuals, high-net-worth clients, and business entities. The firm utilizes a diverse range of analytic methods and investment vehicles, including leverage, derivatives, private placements, and venture capital, managing accounts on a discretionary basis with regular portfolio reviews.

Ryan Dugan is a Series 65-licensed financial advisor with Morgan Stevens Asset Management, LLC, where he has worked since 2023. He has two years of industry experience, including prior roles in mortgage lending and retail. Morgan Stevens Asset Management, LLC is an independent, single-advisor firm that provides discretionary portfolio management and tailored investment plans for individuals, high-net-worth clients, and corporate entities. The firm employs a diverse investment approach incorporating fundamental, technical, and quantitative analysis, as well as both long- and short-term trading strategies, and includes alternative investments such as private placements and venture capital.