RM
Robert R. Morse
BRIDGE INVESTMENT GROUP
Sandy, UT 84070
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CRD#: 1799666
RM
Professional summary
Robert Randolph Morse is a registered financial advisor currently at BRIDGE INVESTMENT GROUP located in Sandy, Utah.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Robert has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Starting 5/2013, FLM Holdings LLC and FLM Management LLC, Executive Chairman of Bridge Investment Group Holdings Inc. Starting 5/2013 Independent board member of Amkor Technologies, not during securities trading hours. May conduct investment related business and/or perform administrative services on behalf of Bridge Investment Group., an affiliate of Apollo Global Securities, LLC, which is a wholly owned subsidiary of Apollo Global Management, Inc. ("AGM"). AGM is the ultimate parent company of Apollo Global Securities, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Randolph Morse's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 25, 2013 - Present
BRIDGE INVESTMENT GROUP
Office #1: 111 E. Sego Lily Drive #400, Sandy, UT 84070RIA
CRD#: 159127
Sandy, UT
Past
November 28, 1997 - October 27, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
February 23, 1988 - September 1, 1998
SALOMON BROTHERS INC.
BD
CRD#: 740
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BRIDGE INVESTMENT GROUP
BRIDGE AGENCY MBS FUND MANAGER LLC | ROC BRIDGE PARTNERS, LLC | NEWBURY PARTNERS-BRIDGE LLC | BRIDGE SINGLE-FAMILY RENTAL FUND MANAGER LLC | BRIDGE SENIORS HOUSING FUND MANAGER LLC | BRIDGE RENEWABLE ENERGY FUND MANAGER LLC | BRIDGE OFFICE FUND MANAGER LLC | BRIDGE NET LEASE FUND MANAGER LLC | BRIDGE MULTIFAMILY FUND MANAGER LLC | BRIDGE LOGISTICS PROPERTIES FUND MANAGER LLC | BRIDGE INVESTMENT GROUP VENTURES FUND MANAGER LLC | BRIDGE INVESTMENT GROUP PARTNERS, LLC | BRIDGE INVESTMENT GROUP | BRIDGE DEVELOPMENT FUND MANAGER LLC | BRIDGE DEBT STRATEGIES FUND MANAGER LLC | BRIDGE CORE PLUS FUND MANAGER LLC
CRD#: 159127 / SEC#: 801-72790
RIA
Registered Investment Advisory firm - (10/19/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/2/2014)
IAR
Utah(9/26/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BI
BRIDGE INVESTMENT GROUP
BRIDGE AGENCY MBS FUND MANAGER LLC | ROC BRIDGE PARTNERS, LLC | NEWBURY PARTNERS-BRIDGE LLC | BRIDGE SINGLE-FAMILY RENTAL FUND MANAGER LLC | BRIDGE SENIORS HOUSING FUND MANAGER LLC | BRIDGE RENEWABLE ENERGY FUND MANAGER LLC | BRIDGE OFFICE FUND MANAGER LLC | BRIDGE NET LEASE FUND MANAGER LLC | BRIDGE MULTIFAMILY FUND MANAGER LLC | BRIDGE LOGISTICS PROPERTIES FUND MANAGER LLC | BRIDGE INVESTMENT GROUP VENTURES FUND MANAGER LLC | BRIDGE INVESTMENT GROUP PARTNERS, LLC | BRIDGE INVESTMENT GROUP | BRIDGE DEVELOPMENT FUND MANAGER LLC | BRIDGE DEBT STRATEGIES FUND MANAGER LLC | BRIDGE CORE PLUS FUND MANAGER LLC
CRD#: 159127 / SEC#: 801-72790
RIA
Registered Investment Advisory firm - (10/19/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 E. Sego Lily Drive #400, Sandy, UT 84070
Mailing Address
Phone number
(801) 716-1463
Established
Firm type
Fiscal year end
# of Employees
2,130
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 49,013,223,982 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
