Robert W. Morris

TRUIST ADVISORY SERVICES

BIRMINGHAM, AL 35223

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CRD#: 340612

Professional summary

Robert William Morris, who also goes by Bill Morris, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Birmingham, Alabama and TRUIST INVESTMENT SERVICES, INC. located in Birmingham, Alabama.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1972. Robert has worked at 11 firms and has passed the Series 63, SIE, PC, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

M&P LLC POSITION: co owner of building NATURE: Piggy Wiggly Building ownership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/29/2008 ADDRESS: 304 W Main St., Hartford AL 36344

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Morris's CRS (Customer Relationship Summary).

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

March 2, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 2501 20th Place S Ste 101, Birmingham, AL 35223

RIA

CRD#: 283390

BIRMINGHAM, AL

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 2501 20th Pl S Ste 101, Birmingham, AL 35223

CRD#: 7556

BIRMINGHAM, AL

Past

May 14, 1988 - April 11, 1991

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

February 4, 1988 - May 14, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

February 24, 1978 - February 23, 1988

MORGAN STANLEY DW INC.

CRD#: 7556

Past

August 4, 1975 - February 24, 1978

REYNOLDS SECURITIES, INC.

CRD#: 712

Past

January 26, 1972 - July 30, 1975

THORNTON FARISH INC.

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/17/2021)

IAR

Alabama
(3/2/2021)

Arkansas
(2/17/2021)

California
(12/20/2022)

Colorado
(12/20/2022)

Florida
(2/17/2021)

Georgia
(2/17/2021)

Hawaii
(12/20/2022)

Illinois
(12/21/2022)

Indiana
(1/13/2023)

Kansas
(12/20/2022)

Kentucky
(12/20/2022)

Louisiana
(12/20/2022)

IAR

Louisiana
(1/23/2023)

Maryland
(12/20/2022)

Massachusetts
(12/20/2022)

Mississippi
(12/21/2022)

Missouri
(12/20/2022)

Montana
(12/19/2022)

Nebraska
(7/30/2024)

Nevada
(1/7/2023)

New Hampshire
(12/21/2022)

New Jersey
(12/20/2022)

New Mexico
(12/20/2022)

New York
(12/20/2022)

North Carolina
(2/17/2021)

Ohio
(12/19/2022)

Oklahoma
(9/5/2023)

Pennsylvania
(12/20/2022)

South Carolina
(12/14/2022)

South Dakota
(12/19/2022)

Tennessee
(12/19/2022)

Texas
(9/9/2021)

IAR

Texas
(1/24/2023)

Virginia
(12/19/2022)

Washington
(12/19/2022)

West Virginia
(2/17/2021)

Wisconsin
(1/19/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

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 AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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Robert W. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

MORGAN STANLEY DW INC.

REYNOLDS SECURITIES, INC.

THORNTON FARISH INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/3/1984

SIE

Date: 10/1/2018

PC

Date: 4/1/1977

Series 7

Date: 9/20/1975

Series 1

Date: 1/21/1972

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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