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RM

Richard K. Morgan

SSB&T WEALTH MANAGEMENT
Bee Cave, TX 78738
Some features on this profile are disabled
CRD#: 5044531
RM

Professional summary

Richard Kyle Morgan, who also goes by Righard Kyle Morgan, is a registered financial advisor currently at SSB&T WEALTH MANAGEMENT, LLC located in Bee Cave, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Richard has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Righard Kyle Morgan

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 Richard Kyle Morgan'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 5, 2025 - Present

SSB&T WEALTH MANAGEMENT, LLC

Office #1: 11610 Bee Caves Road St. 100, Bee Cave, TX 78738
RIA
CRD#: 328102
Bee Cave, TX

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".
SW
SSB&T WEALTH MANAGEMENT, LLC
SSB&T WEALTH | SSB&T WEALTH MANAGEMENT, LLC

CRD#: 328102 / SEC#: 801-128817

RIA
Registered Investment Advisory firm - (9/29/2023 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
Texas
(3/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/5/2025
Uniform Investment Adviser Law Examination

Current Firm

SW
SSB&T WEALTH MANAGEMENT, LLC
SSB&T WEALTH | SSB&T WEALTH MANAGEMENT, LLC

CRD#: 328102 / SEC#: 801-128817

RIA
Registered Investment Advisory firm - (9/29/2023 Approved)
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Contact information

Main Address
202 W. San Antonio Street, Fredericksburg, TX 78624
Mailing Address
Phone number
(830) 997-7575
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SSB&T WEALTH MANAGEMENT - FORM ADV PART 2A BROCHURE - JAN 2026 (1/27/2026)

Regulatory assets under management

Total Number of Accounts168
AUM (Assets Under Management)$ 445,050,258

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

SSB&T WEALTH MANAGEMENT, LLC

CRD#: 328102Bee Cave, TX 78738

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