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Gregory J Morris

Park Avenue Securities LLC

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About Gregory J Morris

Gregory Morris is a financial advisor at Park Avenue Securities LLC, working with individuals, executives, closely held businesses, property & casualty companies, charitable organizations, and pension and profit-sharing plans. Gregory has been in the financial services industry since 1987. He is a registered representative with FINRA and licensed in 23 states. Gregory's areas of expertise include financial planning, portfolio management, and selection of other advisors.

Firm Information

Gregory Morris is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

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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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 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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Gregory Morris’s Registration & Firm History

OH

01/23/2007 - Present

Park Avenue Securities LLC (BEACHWOOD OH)

NY

11/27/1991 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

11/09/1989 - 11/27/1991

HOMESTEAD CAPITAL CORPORATION

NA

08/20/1987 - 10/13/1989

FRIEDRICH BAILEY FLAYHART & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 05/22/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory J Morris.
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