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Harry Bliss Morris Jr

CRD# 1644835·Registered 1990 - 2019
Previously Registered: Being a previously registered professional could mean that Harry 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.

Professional Summary

Harry Bliss Morris JR, who also goes by H. Bliss Morris, was a registered financial advisor. Harry was a previously registered financial professional and started their career in finance 1990 - 2019. Harry had worked at 3 firms and has passed the Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

H. Bliss Morris

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

NIRVANA ANALYTICS, LLC·CRD# 148341
RIA
Cleveland, OH
February 24, 2011 - April 12, 2019
PFS INVESTMENTS INC.·CRD# 10111
BD
April 23, 1993 - June 23, 1993
MORGAN STANLEY DW INC.·CRD# 7556
BD
May 1, 1990 - October 26, 1990

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Current Firm

NA
NIRVANA ANALYTICS, LLC

NIRVANA ANALYTICS, LLC

CRD#: 148341
Michigan
Registered Investment Advisory firm - Michigan (11/16/2016 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (4/28/2009 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

30050 Chagrin Blvd Suite 330, Pepper Pike, OH 44124

Phone Number

(216) 245-6230

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

59

AUM (Assets Under Management)

$13,262,772

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1990About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Apr 1990About the Series 7 exam

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CRS (Client Relationship Summary)

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

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