Stephen
Morr
Royal Alliance Associates, Inc
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About this Advisor
Stephen Morr is a financial advisor working in Maumee, Ohio who has 10 years of industry experience. Morr works at Royal Alliance Associates, Inc. During their career, the advisor has held roles at Savage & Associates, Walnut Street Securities and Royal Alliance. Morr has a Series 63 license, certifying them as a securities broker, and is able to advise clients in Ohio. Royal Alliance Associates, Inc is a business headquartered in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 employees. It handles $30 billion in assets under management among its 149,233 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 191 charities and foundations. Of its 149,233 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets. Royal Alliance Associates, Inc performs a diverse assortment 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 and educational seminars. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees charged by Royal Alliance Associates, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
- Educational seminars/workshops
Stephen Morr Work History
Stephen has been registered as a financial advisor for 10 years.*
Royal Alliance
Savage & Associates
Walnut Street Securities
*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 Stephen Morr 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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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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