Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you B. wistar? Claim Your ProfileB. wistar Morris is an Investment Adviser Representative associated with Brown Advisory. B. wistar Morris has been in the industry for 11 years and has 1 state exam. Morris is also registered in the state of Virginia. B. wistar Morris is a member of the firm’s Charlottesville office. Brown Advisory is a leading investment management firm with a focus on providing customized solutions to individuals, families, and institutions. The firm manages over $6.8 billion in assets. B. wistar Morris offers a range of services to clients, including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
06/05/2019 - Present
Brown Advisory (Charlottesville VA)
IA
Issued 02/08/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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