Drexel Morgan & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Drexel Morgan & Co. provides discretionary and non‑supervisory investment advisory services primarily to high‑net‑worth individuals and manages individual portfolios based on each client's objectives, risk tolerance, and restrictions. The firm’s client base is reported as primarily high‑net‑worth clients and does not indicate service to lower‑net‑worth individual clients.
The firm's investment approach emphasizes fundamental analysis and a core "Legacy Portfolio" composed of large‑capitalization, dividend‑paying U.S. stocks that prioritize dividend growth over current yield. Portfolio management is typically discretionary, with accounts reviewed at least semi‑annually and allocations tailored to each client's stated needs and guidelines.
What distinguishes Drexel Morgan from many peers is its affiliations and structure: the firm owns and shares office space with an affiliated registered investment adviser and a bank/trust company, and it may recommend using that affiliated trust for certain assets (with those assets managed under a separate agreement and not charged to Drexel Morgan). It also manages a relatively large amount of discretionary assets (approximately $607 million) with a compact advisory staff—resulting in higher AUM per advisor than is typical—and does not take proxy‑voting authority for client securities.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Main office
Three Radnor Corporate Center, Suite 450
Radnor PA 19087
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Drexel Morgan & Co. · Drexel Morgan & Co. Ia · Drexel Morgan & Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Lynda M
Series 63
Radnor, PA
Drexel Morgan & Co.
Lynda Mcfeeley is a financial advisor at Drexel Morgan & Co. with 30 years of industry experience. She holds a Series 63 designation and has been with Drexel Morgan since 2010. Her prior experience includes long-term roles at The Haverford Trust Company and Haverford Trust Securities, Inc. Drexel Morgan & Co. provides discretionary and non-supervisory investment advisory services primarily to high-net-worth individuals. The firm emphasizes fundamental analysis and maintains a core "Legacy Portfolio" of large-cap, dividend-growing U.S. stocks, tailoring portfolio management to each client’s objectives and risk tolerance.
George C
Series 63
Radnor, PA
Drexel Morgan & Co.
George Connell is a financial advisor at Drexel Morgan & Co. in Radnor, PA, with 59 years of industry experience. He has held positions at Drexel Morgan & Co. since 2007 and previously worked at Derxel Morgan Capital Advisers, Inc. and Haverford Financial Services, Inc., among others. Drexel Morgan & Co. provides discretionary and non-supervisory investment advisory services primarily to high-net-worth individuals, focusing on portfolios built around large-cap, dividend-growing U.S. stocks. The firm is notable for managing substantial discretionary assets with a small advisory staff and for its affiliations with an investment adviser and a bank/trust company.
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