Ashley
Morris

Facet

CRD#6254105
Investment Advisor
in Moseley, VA

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About this Advisor

Ashley Morris is a certified financial planner operating in Moseley, Virginia, who has 1 year of industry experience. Morris is currently employed by Facet. Morris has gained experience at The Vanguard Group, Inc, Banker Investment Group, Financial Planning Consultants, Purdue University, Keatley Wealth Management, LLC and Facet Wealth. Morris maintains a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Texas and Virginia. Facet is a company that has its headquarters in Baltimore, MD. It manages $2 billion in total assets across its 18,571 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 18,571 client accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Facet provides a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on which services are offered. However, fees charged by Facet typically consist of fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Moseley, VA

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Facet Brokerage Details

Total Assets Under Management

$1,654,740,781

VA Average: $6,889,882,315
Total Number of Employees

275

VA Average: 45
Total Number of Accounts

18,571

VA Average: 765
Average Account Size

$89,103

VA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ashley Morris Work History

Ashley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Facet Wealth

2017 - 2021 (4 years)

The Vanguard Group, Inc

2016 - 2017 (1 year)

Keatley Wealth Management, LLC

2014 - 2016 (2 years)

The Vanguard Group, Inc

2014 - 2014 (< 1 year)

Banker Investment Group

2013 - 2013 (< 1 year)

Financial Planning Consultants

2010 - 2014 (4 years)

Purdue University

*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 Ashley 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 Facet

Sabrina Lee
Baltimore, MD
Alex Mcdonald
Wrightsville Beach, NC
Patrick Daniels
Baltimore, MD
Brian Turner
Enterprise, UT
Patrick Elliott
Baltimore, MD
Brian Wagnon
Baltimore, MD
Matthew Mccoy
Rock Hill, SC
Madeline Mcivor
Baltimore, MD

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.

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