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Michael W. Morrison

TRUST INVESTMENT ADVISORS
Indianapolis, IN 46280
Some features on this profile are disabled
CRD#: 6134787
MM

Professional summary

Michael Wiggin Morrison is a registered financial advisor currently at TRUST INVESTMENT ADVISORS located in Indianapolis, Indiana and TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC located in Indianapolis, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Trust Investment Advisors Wealth Management, LLC - affiliated with Trust Investment Advisors, under common control. Sr VP/Investments for both companies. Part-time employee for TIA; independent contract for TIA WM. Start of both positions 10/14/2024. Time will be split between both firms.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Wiggin Morrison'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

October 14, 2024 - Present

TRUST INVESTMENT ADVISORS

Office #1: 301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280
RIA
CRD#: 309233
Indianapolis, IN
Current

December 17, 2024 - Present

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

Office #1: 301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280
RIA
CRD#: 329218
Indianapolis, IN
Past

April 9, 2013 - October 29, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
INDIANAPOLIS, IN
Past

February 12, 2013 - October 29, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
INDIANAPOLIS, IN

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".
TI
TRUST INVESTMENT ADVISORS
STREET CAPITAL PARTNERS LLC | TRUST INVESTMENT ADVISORS | TIA | STREET CAPITAL PARTNERS, LLC

CRD#: 309233 / SEC#: 801-118875

RIA
Registered Investment Advisory firm - (5/6/2020 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
Indiana
(10/14/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/1/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2013
General Securities Representative Examination

Current Firm

TI
TRUST INVESTMENT ADVISORS
STREET CAPITAL PARTNERS LLC | TRUST INVESTMENT ADVISORS | TIA | STREET CAPITAL PARTNERS, LLC

CRD#: 309233 / SEC#: 801-118875

RIA
Registered Investment Advisory firm - (5/6/2020 Approved)
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Contact information

Main Address
301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280
Mailing Address
Phone number
(317) 253-2000
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 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

2025 TRUST INVESMENT ADVISORS FORM ADV PARTS 2A & 2B AUGUST (8/19/2025)

Regulatory assets under management

Total Number of Accounts389
AUM (Assets Under Management)$ 208,498,278

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

TRUST INVESTMENT ADVISORS

CRD#: 309233Indianapolis, IN 46280

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