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RM

Robert W. Morris

RWM ASSET MANAGEMENT
New Bloomfield, PA 17068
Some features on this profile are disabled
CRD#: 2942981
RM

Professional summary

Robert Wilson Morris II, who also goes by Robert Wilson Morris, is a registered financial advisor currently at RWM ASSET MANAGEMENT, LLC located in New Bloomfield, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Wilson 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) - RIA

Click below to view Robert Wilson Morris II'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®
None

Experience

Current

June 2, 2006 - Present

RWM ASSET MANAGEMENT, LLC

Office #1: 17 East Main Street, New Bloomfield, PA 17068
RIA
CRD#: 130468
New Bloomfield, PA
Past

October 31, 1997 - November 8, 2005

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

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
Pennsylvania
(6/2/2006)

Exams

State Security Law Exam
RR
Series 63
Date: 10/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/27/1997
General Securities Representative Examination

Current Firm

RA
RWM ASSET MANAGEMENT, LLC
RWM ASSET MANAGEMENT, LLC

CRD#: 130468 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (3/24/2004 Approved)
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Contact information

Main Address
17 East Main Street, New Bloomfield, PA 17068
Mailing Address
Po Box 68, New Bloomfield, PA 17068
Phone number
(717) 582-8135
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts340
AUM (Assets Under Management)$ 30,483,420

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

RWM ASSET MANAGEMENT, LLC

CRD#: 130468New Bloomfield, PA 17068

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