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Brett Michael Morris

Charles Schwab & CO., Inc.

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About Brett Michael Morris

Brett Michael Morris is a financial advisor who has been in the industry since 2000. Brett is currently registered with Charles Schwab & Co., Inc. and has been with the firm since October 2022. Brett has a wide range of experience in the financial services industry, having previously worked at TD Ameritrade, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Brett holds Series 63, 66, and 7 licenses, as well as the SIE exam. Brett also has a strong commitment to serving the community, as evidenced by their role on the housing board of the Cowlitz Indian Tribe.

Firm Information

Brett Morris is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Brett Morris’s Registration & Firm History

TX

10/06/2022 - Present

Charles Schwab & CO., Inc. (WESTLAKE TX)

CA

10/17/2011 - 09/01/2023

TD AMERITRADE, INC. (SAN DIEGO CA)

WA

08/17/2007 - 10/03/2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SPOKANE WA)

WA

01/18/2000 - 12/06/2006

TD AMERITRADE, INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 07/25/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brett Michael Morris.
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