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Judy Ball Morrill

Silvercrest Asset Management Group LLC

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About Judy Ball Morrill

Judy Ball Morrill is a financial advisor with over 15 years of experience in the industry. Judy has a strong background in securities and investment management, holding Series 7, 63, and 66 licenses. Judy is registered in Texas as an Investment Advisor Representative. Currently, Judy is an Investment Advisor Representative with Silvercrest Asset Management Group LLC. Previously, Judy was associated with BROWN BROTHERS HARRIMAN & CO. in New York, NY. Judy is a well-rounded advisor and specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisers.

Firm Information

Judy Morrill is currently registered with Silvercrest Asset Management Group LLC. Silvercrest Asset Management Group LLC is a registered investment adviser headquartered in New York, NY. The firm manages over $33 billion in assets for a variety of clients including high-net-worth individuals, families, foundations, endowments, and institutions. Silvercrest offers a range of investment advisory services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm has a team of over 58 professionals and has been in business for over 20 years.
Silvercrest Asset Management Group LLC

1330 AVENUE OF THE AMERICAS

NEW YORK, NY 10019-5400

$33.28B

Assets Under Management

Not reported

Total Clients

30

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Judy Morrill’s Registration & Firm History

NY

10/15/2013 - Present

Silvercrest Asset Management Group LLC (NEW YORK NY)

NY

10/01/2000 - 04/09/2007

BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/01/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Judy Ball Morrill.
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