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RM

Ross A. Morrow

HOWARD FINANCIAL SERVICES, LTD.
DALLAS, TX 75231
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CRD#: 5288030
RM
Ross Austin MorrowHOWARD FINANCIAL SERVICES, LTD.

Professional summary

Ross Austin Morrow, CFP®, who also goes by Ross Morrow, is a registered financial advisor currently at HOWARD FINANCIAL SERVICES, LTD. located in Dallas, Texas and QUOTIENT WEALTH PARTNERS, LLC located in Dallas, Texas.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ross has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Ross Morrow

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 Ross Austin Morrow'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®
CFP®

Certified Financial Planner

Experience

Current

July 14, 2017 - Present

HOWARD FINANCIAL SERVICES, LTD.

Office #1: 8350 Meadow Road Suite 181, Dallas, TX 75231
RIA
CRD#: 107978
DALLAS, TX
Current

August 11, 2026 - Present

QUOTIENT WEALTH PARTNERS, LLC

Office #1: 5430 Lbj Freeway Suite 1150, Dallas, TX 75240
RIA
CRD#: 326819
DALLAS, TX
Past

December 14, 2009 - June 5, 2017

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
DALLAS, TX
Past

January 21, 2009 - June 5, 2017

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
DALLAS, TX
Past

April 19, 2007 - November 5, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DAVENPORT, 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".
QW
QUOTIENT WEALTH PARTNERS, LLC
PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA
Registered Investment Advisory firm - (8/24/2023 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
(7/14/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/10/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/20/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/14/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/18/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

QW
QUOTIENT WEALTH PARTNERS, LLC
PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA
Registered Investment Advisory firm - (8/24/2023 Approved)
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Contact information

Main Address
5430 Lbj Freeway Suite 1150, Dallas, TX 75240
Mailing Address
Phone number
(972) 807-0003
Established
Firm type
Fiscal year end
# of Employees
51

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUOTIENT WEALTH PARTNERS, LLC (10/29/2025)

Regulatory assets under management

Total Number of Accounts6,412
AUM (Assets Under Management)$ 3,540,143,072

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

QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819Dallas, TX 75231

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