Morling Financial Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

111819

SEC number

801-100390

Firm type

RIA

Assets under management

$1.0B as of Mar 24, 2026

Website

www.linkedin.com/company/morling-financial-advisors/about ↗

Phone

844-667-5464

Address

39355 California Street, Fremont, CA, 94538-1447

Advisors at this firm

17 in our index · page 1 of 1

• Veniamin BarinovCRD 8214319 · Fremont, CA
  IA Registered
• Gary Lawrence ChengCRD 6249327 · Atlanta, GA
  IA Registered
• Sylvia ChinCRD 4761985 · Fremont, CA
  IA Registered
• Jawad EhsanyarCRD 7705447 · Fremont, CA
  IA Registered
• Benjamin Albert FeinerCRD 7785761 · Fremont, CA
  IA Registered
• Joshua Michael GattiCRD 8179887 · Fremont, CA
  IA Registered
• Victor Jay HuangCRD 5226210 · Fremont, CA
  IA Registered
• Wa Nhut HuongCRD 3236971 · Fremont, CA
  IA Registered
• Michael Kenji KingCRD 7491983 · Fremont, CA
  IA Registered
• Peter Wing Ching LingCRD 1797371 · Mill Valley, CA
  IA Registered
• William Weibin LiCRD 7365750 · Fremont, CA
  IA Registered
• Jack David MchargueCRD 7597351 · Fremont, CA
  IA Registered
• Anna Ramsey NormanCRD 5824747 · Franklin, TN
  IA RegisteredRegistration inactive
• Kevin Ray RedilaCRD 8189167 · Fremont, CA
  IA Registered
• Matthew James ShibataCRD 5191517 · Fremont, CA
  IA Registered
• Nicolas Paul, Renaud VievilleCRD 7997117 · Fremont, CA
  IA Registered
• Savannah Sue WarrenCRD 7186951 · Milton, WI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.