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Rachelle Morris

THE Norden Group LLC

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About Rachelle Morris

Rachelle Morris is an Investment Advisor Representative with The Norden Group LLC, based in Provo, UT. Rachelle has a strong background in the financial industry, having previously worked at J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC. Rachelle holds the Series 7, Series 66, and Series 57TO licenses. Rachelle has been a Managing Director of the general partner of RevRoad Capital Partners LLC and RevRoad Capital Fund, a venture capital fund, for the past year. Rachelle specializes in providing financial planning and investment advisory services to high-net-worth individuals, corporations, and other businesses.

Firm Information

Rachelle Morris is currently registered with THE Norden Group LLC. THE Norden Group LLC is an investment advisor registered with the SEC. The firm provides advisory services to individuals, corporations, and other entities, including portfolio management, financial planning, and educational seminars. Based in Provo, Utah, the firm has approximately $1.74 billion in assets under management.
THE Norden Group LLC

5255 N EDGEWOOD DRIVE

PROVO, UT 84604

$1.74B

Assets Under Management

Not reported

Total Clients

18

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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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.

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general consulting services

General consulting services

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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Rachelle Morris’s Registration & Firm History

UT

03/15/2023 - Present

THE Norden Group LLC (Salt Lake City UT)

UT

11/09/2018 - 09/17/2021

J.P. MORGAN SECURITIES LLC (Salt Lake City UT)

NY

12/16/2009 - 10/16/2018

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachelle Morris.
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