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Andrew Lee Morris

Osaic Wealth, Inc.

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About Andrew Lee Morris

Andrew Morris is a financial advisor with over 4 years of experience in the industry. Andrew is currently registered with Osaic Wealth, Inc. in Texas. Andrew has held previous positions at TRIAD ADVISORS LLC and PFS INVESTMENTS INC.. Andrew is a licensed agent in Texas and has passed the Series 63, Series 65, Series 6TO, and SIE exams. Andrew's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management.

Firm Information

Andrew Morris is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Morris’s Registration & Firm History

TX

08/23/2024 - Present

Osaic Wealth, Inc. (Sugar Land TX)

TX

03/08/2021 - 08/23/2024

TRIAD ADVISORS LLC (Sugar Land TX)

TX

11/12/2020 - 03/08/2021

PFS INVESTMENTS INC. (STAFFORD TX)

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Licenses & Designations

IA

Issued 11/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Lee Morris.
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