Robert Mori

MORI HUSTON PARTNERS

Miami, FL 33131

Some features on this profile are disabled

CRD#: 4773053

Professional summary

Robert Mori is a registered financial advisor currently at MORI HUSTON PARTNERS located in Miami, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Robert has worked at 1 firm and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Mori'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

November 10, 2010 - Present

MORI HUSTON PARTNERS

Office #1: 1450 Brickell Avenue Suite 2160, Miami, FL 33131

RIA

CRD#: 151260

Miami, FL

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".

MORI HUSTON PARTNERS

MORI HUSTON PARTNERS | MORI HUSTON PARTNERS LLC

CRD#: 151260 / SEC#: 801-70587

RIA

Registered Investment Advisory firm - (9/22/2009 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.

Highlighted states indicate IAR registrations

IAR

Florida
(11/10/2010)

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

General Industry/Product Exam

Series 7

Date: 4/20/2004

General Securities Representative Examination

Current Firm

MORI HUSTON PARTNERS

MORI HUSTON PARTNERS | MORI HUSTON PARTNERS LLC

CRD#: 151260 / SEC#: 801-70587

RIA

Registered Investment Advisory firm - (9/22/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1450 Brickell Avenue Suite 2160, Miami, FL 33131

Mailing Address

Phone number

(305) 856-9303

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MORI HUSTON PARTNERS 2025 ANNUAL AMENDED PART 2A FORM ADV (3/14/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 227,922,702

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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert Mori

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MORI HUSTON PARTNERS

Primary Firm SEC Registration

MORI HUSTON PARTNERS

State Registrations and Notice Filings

Exams

Series 7

Date: 4/20/2004

Current Firm

MORI HUSTON PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MORI HUSTON PARTNERS

TRUST BUT VERIFY

Similar Advisors