Kelly P. Morton

INTELLECTUS PARTNERS

San Francisco, CA 94111

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CRD#: 5873433

Professional summary

Kelly Paul Morton, who also goes by Kelly Morton, is a registered financial advisor currently at INTELLECTUS PARTNERS, LLC located in San Francisco, California.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kelly has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Morton

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 Kelly Paul Morton'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

June 29, 2015 - Present

INTELLECTUS PARTNERS, LLC

Office #1: 1050 Battery Street Suite 100, San Francisco, CA 94111

RIA

CRD#: 173140

San Francisco, CA

Past

August 6, 2015 - April 25, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

San Francisco, CA

Past

September 8, 2011 - July 9, 2015

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

SAN FRANCISCO, CA

Past

April 15, 2011 - July 9, 2015

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

SAN FRANCISCO, CA

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".

INTELLECTUS PARTNERS, LLC

ACCRULIM WEALTH MANAGEMENT, LLC | INTELLECTUS PARTNERS, LLC

CRD#: 173140 / SEC#: 801-93170

RIA

Registered Investment Advisory firm - (4/21/2015 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

California
(6/29/2015)

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

State Security Law Exam

IAR

Series 66

Date: 9/6/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/25/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/2011

General Securities Representative Examination

Current Firm

INTELLECTUS PARTNERS, LLC

ACCRULIM WEALTH MANAGEMENT, LLC | INTELLECTUS PARTNERS, LLC

CRD#: 173140 / SEC#: 801-93170

RIA

Registered Investment Advisory firm - (4/21/2015 Approved)

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Contact information

Main Address

1050 Battery Street Suite 100, San Francisco, CA 94111

Mailing Address

Phone number

(415) 795-7830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTELLECTUS DISCLOSURE BROCHURE AND SUPPLEMENTS (5/29/2025)

Regulatory assets under management

Total Number of Accounts	881
AUM (Assets Under Management)	$ 1,278,913,181

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.

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Kelly P. Morton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Paul Morton's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLECTUS PARTNERS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

INTELLECTUS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2011

SIE

Date: 4/25/2016

Series 7

Date: 4/14/2011

Current Firm

INTELLECTUS PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLECTUS PARTNERS, LLC

TRUST BUT VERIFY

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