Aaron
Morris
Highline Wealth Partners
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About this Advisor
Aaron Morris is a financial advisor based in Sherman Oaks, California, who has 5 years of industry experience. Morris is an advisor for Highline Wealth Partners. Their career trajectory has included roles at M Holdings Securities, Inc, Mullintbg, Securities America Inc, United Planners' Financial Services, American Financial Network LLC, Independent Insurance, Aaron Morris, American Financial Network Advisory Services, LLC, Dfpg Investments Inc and Charlesworth & Rugg, Inc. Morris maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in California. Highline Wealth Partners is an advisory company operating out of Sherman Oaks, CA. It handles $285 million in total assets among its 533 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 533 customer accounts, 47% belong to high-net-worth individuals who have more than $1 million in assets. The company performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Highline Wealth Partners can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highline Wealth Partners Brokerage Details
$285,102,983
12
533
$534,902
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Aaron Morris Work History
Aaron has been registered as a financial advisor for 5 years.*
Charlesworth & Rugg, Inc
Independent Insurance , Aaron Morris
Dfpg Investments Inc
Securities America Inc
United Planners' Financial Services
American Financial Network LLC
American Financial Network Advisory Services, LLC
M Holdings Securities, Inc
Mullintbg
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highline Wealth Partners
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
