Aaron
Morris

Captrust

CRD#5268941
Investment Advisor
in Raleigh, NC
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About this Advisor

Aaron Morris is a certified financial planner operating in Raleigh, North Carolina, who has been in the industry for 12 years. Morris is an advisor for Captrust. During their career, Morris has held roles at Securian Financial Services Inc, Minnesota Life, Holmes Murphy Financial Services, Visionpoint Advisory Group and Captrust. Morris has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Captrust is a registered investment business that has its headquarters in Raleigh, North Carolina. It has offices in 34 locations and a total of 412 employees. It handles $274 billion in assets across its 16,305 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 74 charitable organizations. Of its 16,305 customer accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets. Captrust provides 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 and publication of newsletters. Financial management fees usually depend on which service is offered. Fee types charged by Captrust may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$289,654,600,995

NC Average: $3,625,019,099
Total Number of Employees

515

NC Average: 22
Total Number of Accounts

19,209

NC Average: 1,917
Average Account Size

$15,079,109

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Aaron Morris Work History

Aaron has 12 years of experience.

2011 - Present (8 years)

Captrust

2011 - 2011 (< 1 year)

Visionpoint Advisory Group

2006 - 2011 (5 years)

Securian Financial Services Inc

2006 - 2011 (5 years)

Minnesota Life

2006 - 2011 (5 years)

Holmes Murphy Financial Services

Disclosures

Aaron Morris has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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