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Tyler Andrew Morris

Compound Planning

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About Tyler Andrew Morris

Tyler Morris is a registered investment advisor representative with Compound Planning. Tyler has over 10 years of experience in the financial services industry. Tyler has been registered with the state of Colorado since 2024 and the state of California since 2024. Tyler has previously held positions with Cambridge Investment Research, Inc., Scottrade, Inc., and Waddell & Reed, Inc. Tyler holds the Series 7 and Series 66 licenses. Tyler is a specialist in providing investment advice and financial planning services.

Firm Information

Tyler Morris is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

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 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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other

Selection of other advisers

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Tyler Morris’s Registration & Firm History

NY

03/01/2024 - Present

Compound Planning (NEW YORK NY)

CO

03/15/2013 - 02/10/2014

CAMBRIDGE INVESTMENT RESEARCH, INC. (BROOMFIELD CO)

CO

01/06/2012 - 03/11/2013

SCOTTRADE, INC. (WESTMINSTER CO)

CO

08/26/2010 - 12/21/2011

WADDELL & REED, INC. (BOULDER CO)

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Licenses & Designations

BOTH

Issued 02/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Andrew Morris.
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