Seth
Morris
Ae Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Seth Morris is a financial advisor working out of Rancho Cucamonga, California who has 3 years of industry experience. Morris currently works for Ae Wealth Management, LLC. The advisor has gained experience at Ae Wealth Management, LLC, Sears Wealth Management & Insurance Solutions, Larry H. Miller, Artistic Stone Masonry, Marvelous Catering, Palm Silage, Weedman Lawn Care and Church Of Jesus Christ Of Latter Day Saints. Morris holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in California and Texas. Ae Wealth Management, LLC is an advisory firm based out of Topeka, KS. The firm has offices in 450 locations and a total of 571 people on staff. It controls $19 billion in total assets between its 160,475 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 71 charities and foundations. Of its 160,475 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Ae Wealth Management, LLC performs a number of services, including 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. A financial advisor's fees vary depending on which services are offered. However, fee types charged by Ae Wealth Management, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
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
Seth Morris Work History
Seth has been registered as a financial advisor for 3 years.*
Ae Wealth Management, LLC
Sears Wealth Management & Insurance Solutions
Larry H. Miller
Artistic Stone Masonry
Marvelous Catering
Palm Silage
Weedman Lawn Care
Church Of Jesus Christ Of Latter Day Saints
*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 Seth 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 Ae Wealth Management, LLC
York, PA
Winter Garden, FL
Grapevine, TX
Mesa, AZ
Denver, CO
Topeka, KS
Honolulu, HI
Midvale, UT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
