B. Wistar
Morris
Brown Advisory
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About this Advisor
B. Wistar Morris is a financial advisor working in Charlottesville, Virginia, who has 4 years of industry experience. Morris is on the advisory team at Brown Advisory. Over the course of their career, Morris has held roles at Brown Advisory and Signature Financial Management, Inc. Morris has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Virginia. Brown Advisory is a registered investment company based in Norfolk, VA. The investment advisory business has offices in two locations and a total of 45 financial advisors. It controls $7 billion in total assets between its 1,888 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 1,888 client accounts, 76% are associated with high-net-worth individuals who have at least $1 million in assets. Brown Advisory provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees depend on which services are offered. Fees charged by Brown Advisory most likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brown Advisory Brokerage Details
$6,606,613,781
45
1,888
$3,499,266
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
- Selection of other advisers
B. Wistar Morris Work History
B. Wistar has been registered as a financial advisor for 4 years.*
Brown Advisory
Signature Financial Management, Inc
*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 B. Wistar 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 Brown Advisory
Norfolk, VA
Richmond, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
Charlottesville, VA
Norfolk, VA
Charlottesville, VA
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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