EM
Eric J. Morris
CARY STREET PARTNERS
Greenville, SC 29605
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CRD#: 4781204
EM
Professional summary
Eric Justin Morris, CFP® is a registered financial advisor currently at CARY STREET PARTNERS located in Greenville, South Carolina and CARY STREET PARTNERS located in Greenville, South Carolina.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Eric has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
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.
WAKEMEN HOLDINGS POSITION: Owner NATURE: Wakeman Holdings is an LLC that holds income properties. All properties are professional managed by a property manager. All work is organized and completed through property manager. Only outside duties I perform are paying the taxes/insurance on an annual basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2013 ADDRESS: 700 Byrd Blvd, Greenville SC 29605, United States DESCRIPTION: I research and purchase rental properties inside the LLC. GREENVILLE PROPERTY SOLUTIONS POSITION: owner NATURE: GPS LLS is a holding company for residential real estate holdings. We purchase and rent out houses in the upstate of SC. GPS is owned 50% by Wakemen Holdings (my other real estate LLC)and 50% by my partner. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: 700 Byrd Blvd, Greenville SC 29605, United States DESCRIPTION: 50% co-owner of LLC that purchases and leases out rental properties. The properties are all professionaly managed by a property manager. My involvement is limited to finding and purchasing said properties.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Justin Morris'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®
CFP®
Start date: 2006
Experience
Current
April 26, 2023 - Present
CARY STREET PARTNERS
Office #1: 20 Mills Avenue, Greenville, SC 29605RIA
CRD#: 128545
Greenville, SC
Current
April 26, 2023 - Present
CARY STREET PARTNERS
Office #1: 20 Mills Avenue, Greenville, SC 29605BD
CRD#: 128089
Greenville, SC
Past
March 2, 2021 - April 27, 2023
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
Greenville, SC
Past
February 17, 2021 - April 27, 2023
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
GREENVILLE, SC
Past
January 2, 2013 - March 2, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
November 16, 2012 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
September 6, 2007 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
GREENVILLE, SC
Past
September 4, 2007 - September 5, 2007
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
GREENVILLE, SC
Past
September 4, 2007 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
GREENVILLE, SC
Past
August 10, 2004 - August 31, 2007
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
SAINT PETERSBURG, FL
Past
August 10, 2004 - August 31, 2007
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
SAINT PETERSBURG, FL
Past
July 28, 2004 - August 10, 2004
BB&T ASSET MANAGEMENT, INC.
RIA
CRD#: 108443
RALEIGH, NC
Past
June 24, 2004 - July 29, 2004
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
CHARLOTTE, NC
Past
April 28, 2004 - July 22, 2004
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
CHARLOTTE, NC
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".
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)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.RR
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
RR
Florida(4/26/2023)
RR
North Carolina(4/26/2023)
IAR
North Carolina(12/4/2023)
RR
South Carolina(4/26/2023)
IAR
South Carolina(4/26/2023)
RR
Texas(4/26/2023)
IAR
Texas(12/4/2023)
RR
Virginia(4/26/2023)
IAR
Virginia(12/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,853 |
| AUM (Assets Under Management) | $ 8,263,891,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2024 | ||
| 07/25/2023 | ||
| 01/27/2023 |
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
CARY STREET PARTNERS
CRD#: 128545Greenville, SC 29605TRUST BUT VERIFY
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