Robert S. Morrow
Professional summary
Robert Stowers Morrow, CFP®, who also goes by Bobby Morrow, Robert S Morrow, Robert Morrow, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mt Pleasant, South Carolina and CETERA WEALTH SERVICES, LLC located in Mt Pleasant, South Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Stowers Morrow's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 260 West Coleman Blvd Suite C, Mt Pleasant, SC 29464December 3, 2015 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
December 3, 2015 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
January 2, 2015 - November 25, 2015
MSI FINANCIAL SERVICES, INC.
January 2, 2015 - November 25, 2015
MSI FINANCIAL SERVICES, INC.
February 20, 2008 - January 2, 2015
NEW ENGLAND SECURITIES
February 4, 2008 - January 2, 2015
NEW ENGLAND SECURITIES
May 9, 2000 - February 4, 2008
OSAIC FS, INC.
October 1, 1997 - February 4, 2008
OSAIC FS, INC.
October 21, 1991 - October 1, 1997
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/11/2023)
(10/29/2024)
(8/10/2023)
(11/14/2023)
(11/12/2025)
(8/10/2023)
(8/10/2023)
(8/10/2023)
(8/10/2023)
(8/10/2023)
(8/10/2023)
(8/10/2023)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
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