B. Wistar Morris
Professional summary
B. Wistar Morris III, who also goes by B. Wistar Morris, III, is a registered financial advisor currently at BROWN ADVISORY located in Charlottesville, Virginia.
B. Wistar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. B. Wistar has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view B. Wistar Morris III's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 5, 2019 - Present
BROWN ADVISORY
Office #1: 410 East Water Street Suite 400a, Charlottesville, VA 22902December 31, 2018 - June 6, 2019
BROWN ADVISORY
February 11, 2008 - December 31, 2018
BROWN ADVISORY
Primary Firm SEC Registration
BROWN ADVISORY
CRD#: 106375 / SEC#: 801-47290
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/5/2019)
Current Firm
BROWN ADVISORY
CRD#: 106375 / SEC#: 801-47290
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,744 |
| AUM (Assets Under Management) | $ 7,319,916,211 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/21/2025 | ||
| 10/28/2024 | ||
| 01/24/2024 | ||
| 10/27/2022 |
Red Flags
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