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RM

Robert W. Morris

Some features on this profile are disabled
CRD#: 340612
RM
Robert William Morris

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.

Robert William Morris, who also goes by Bill Morris, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1972. Robert had worked at 11 firms and has passed the Series 63, SIE, PC, Series 7 and Series 1 exams.

Aliases

Bill 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

March 2, 2021 - June 30, 2026

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
BIRMINGHAM, AL
Past

February 17, 2021 - June 30, 2026

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
BIRMINGHAM, AL
Past

February 5, 2016 - March 2, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

February 5, 2016 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

October 15, 2010 - February 11, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BIRMINGHAM, AL
Past

October 15, 2010 - February 11, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BIRMINGHAM, AL
Past

June 1, 2009 - November 4, 2010

MORGAN STANLEY

RIA
CRD#: 149777
BIRMINGHAM, AL
Past

June 1, 2009 - November 4, 2010

MORGAN STANLEY

BD
CRD#: 149777
BIRMINGHAM, AL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
BIRMINGHAM, AL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
BIRMINGHAM, AL
Past

November 9, 1992 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
BIRMINGHAM, AL
Past

April 9, 1991 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
BIRMINGHAM, AL
Past

May 14, 1988 - April 11, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 4, 1988 - May 14, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

February 24, 1978 - February 23, 1988

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

August 4, 1975 - February 24, 1978

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

January 26, 1972 - July 30, 1975

THORNTON FARISH INC.

BD
CRD#: 830

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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)

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: 12/3/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
PC
Date: 4/1/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 7
Date: 9/20/1975
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 1/21/1972
Registered Representative Examination

Current Firm

TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
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Contact information

Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)
TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
Report
03/28/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390

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