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HM

Harry B. Morris

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CRD#: 1644835
HM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Harry Bliss Morris JR, who also goes by H. Bliss Morris, was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 1990. Harry had worked at 3 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


H. Bliss Morris

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 24, 2011 - April 12, 2019

NIRVANA ANALYTICS, LLC

RIA
CRD#: 148341
CLEVELAND, OH
Past

April 23, 1993 - June 23, 1993

PFS INVESTMENTS INC.

BD
CRD#: 10111
Past

May 1, 1990 - October 26, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/15/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


NA
NIRVANA ANALYTICS, LLC
NIRVANA ANALYTICS, LLC

CRD#: 148341 / SEC#:

Michigan
Registered Investment Advisory firm - (11/16/2016 Terminated)
Ohio
Registered Investment Advisory firm - (4/28/2009 Approved)
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Contact information


Main Address
30050 Chagrin Blvd Suite 330, Pepper Pike, OH 44124
Mailing Address
Phone number
(216) 245-6230
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts59
AUM (Assets Under Management)$ 13,262,772

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NIRVANA ANALYTICS, LLC

CRD#: 148341

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