Christopher
Morrison
Ae Wealth Management, LLC
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About this Advisor
Christopher Morrison is a financial advisor based in Ponte Vedra, Florida, working with Ae Wealth Management, LLC. Christopher has previously held positions at Plan Member Securities Corporation, Img Wealth Management, Inc, Madison Avenue Securities, LLC, Mandarin Insurance And Retirement Planning, Ae Wealth Management, LLC, Nuventure Financial Group, LLC, and The Retirement Legacy Group. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Christopher is part of Ae Wealth Management, LLC, which operates out of Ponte Vedra, Florida. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
Christopher Morrison Work History
The Retirement Legacy Group
Ae Wealth Management, LLC
Nuventure Financial Group, LLC
Mandarin Insurance And Retirement Planning
Img Wealth Management, Inc
Madison Avenue Securities, LLC
Plan Member Securities Corporation
Plan Member Securities Corporation
Disclosures
Please visit the SEC profile of Christopher Morrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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