Michael H. Morris
Professional Summary
Michael H. Morris, who also goes by Michael Morris, is a registered financial advisor currently at NAPLES GLOBAL ADVISORS located in Naples, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Morris
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Videos & Posts
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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AUSDAL FINANCIAL PARTNERS, INC.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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AUSDAL FINANCIAL PARTNERS, INC.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Current Firm
NAPLES GLOBAL ADVISORS | VERO BEACH GLOBAL ADVISORS | NAPLES GLOBAL ADVISORS LLC
Contact Information
Main Address
856 3rd Avenue South Ste. 200, Naples, FL 34102Phone Number
(239) 776-7900# of Employees
20SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,791AUM (Assets Under Management)
$1,996,829,577Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | Cover Page | Report |
| 01/27/2025 | Cover Page | Report |
| 01/27/2025 | Cover Page | Report |
| 03/25/2024 | Cover Page | Report |
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
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.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Primary Firm SEC Registration
NAPLES GLOBAL ADVISORS | VERO BEACH GLOBAL ADVISORS | NAPLES GLOBAL ADVISORS LLC
State Registrations and Notice Filings
(2/19/2015)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael H. Morris's CRS (Customer Relationship Summary).
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AUSDAL FINANCIAL PARTNERS, INC.
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