Zachary A. Morris

PACES FERRY WEALTH ADVISORS

ATLANTA, GA 30339

Some features on this profile are disabled

CRD#: 5939621

Professional summary

Zachary Aaron Morris, CFP®, who also goes by Zachary Morris, is a registered financial advisor currently at PACES FERRY WEALTH ADVISORS, LLC located in Atlanta, Georgia.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Morris

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.

Entity Name: Morris Family Investments Investment related: Yes Address: Atlanta, GA Nature of the other business: Real Estate Position/Title/Relationship: Silent Investor/Beneficiary Start Date: 10/18/2010 Approximate # of hours a month: 0 hours of company time Approximate # of hours during securities hours: 0 Briefly describe your duties: None Entity Name: Bodhi Tree Investments, LLC Investment Related: Yes Address: 2849 Paces Ferry Road SE, Atlanta, GA 20220 Nature of the other business: Holds Equity in Paces Ferry Wealth Position: Investor Start Date: 1/1/2019 Approximate # of hours a month: 0 hours per month, 0 hours during securities trading hours Duties: None

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Aaron Morris'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

Start date: 2016

Experience

Current

July 17, 2019 - Present

PACES FERRY WEALTH ADVISORS, LLC

Office #1: 2849 Paces Ferry Road Suite 660, Atlanta, GA 30339

RIA

CRD#: 300057

ATLANTA, GA

Past

September 20, 2018 - June 27, 2019

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA

CRD#: 168256

ATLANTA, GA

Past

July 19, 2011 - October 2, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ATLANTA, GA

Past

June 23, 2011 - October 2, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

ATLANTA, GA

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".

PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057 / SEC#: 801-114559

RIA

Registered Investment Advisory firm - (1/28/2019 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

Georgia
(7/17/2019)

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: 7/13/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2011

General Securities Representative Examination

Current Firm

PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057 / SEC#: 801-114559

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2849 Paces Ferry Road Suite 660, Atlanta, GA 30339

Mailing Address

Phone number

(404) 480-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACES FERRY WEALTH ADVISORS - BROCHURE SUPPLEMENT (3/6/2025)

Regulatory assets under management

Total Number of Accounts	648
AUM (Assets Under Management)	$ 430,008,091

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary A. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Aaron Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACES FERRY WEALTH ADVISORS, LLC

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

PACES FERRY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2011

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2011

Current Firm

PACES FERRY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACES FERRY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors