Christopher R. Morrison

AE WEALTH MANAGEMENT

Ponte Vedra, FL 32081

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CRD#: 6433976

Professional summary

Christopher Robert Morrison, who also goes by Chris Morrison, Christopher Morrison, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Ponte Vedra, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christopher has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Morrison | Christopher Morrison

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.

1) Power of Attorney; Yes Investment Related; 128 Dundee Place, St. Johns Florida 32259; Power of Attorney; Start Date 01/2023; Approx. 5 hours a month; Approx. 20 hours during trading; Power of Attorney 2) The Legacy Retirement Group; Yes Investment Related; 360 Town Plaza Ave, Ste 360, Ponte Vedra FL 32081; Retirement Planning offering wealth management strategies along with insurance based products, Renting office space to a unrelated business professional; President; 04/2009; 20hrs/Mo; 20hrs/Mo during Securities Trading Hours; My responsibility is to maintain the agency licensing and offer insurance based products to prospects and clients when there is a need.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Robert 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

January 16, 2019 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 360 Town Plaza Ave Ste 340, Ponte Vedra, FL 32081

RIA

CRD#: 282580

Ponte Vedra, FL

Past

October 12, 2017 - January 16, 2019

IMG WEALTH MANAGEMENT, INC.

RIA

CRD#: 285966

JACKSONVILLE, FL

Past

September 18, 2017 - December 31, 2018

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Jacksonville, FL

Past

May 11, 2017 - September 20, 2017

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

JACKSONVILLE, FL

Past

January 23, 2015 - September 20, 2017

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

JACKSONVILLE, 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".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 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

Florida
(1/16/2019)

IAR

Texas
(10/21/2024)

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

Series 63

Date: 5/30/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/10/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/23/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

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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Advisor Monitoring

Firm Stability Insights

Christopher R. Morrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Robert Morrison's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMG WEALTH MANAGEMENT, INC.

MADISON AVENUE SECURITIES, LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/30/2017

Series 65

Date: 5/10/2017

SIE

Date: 10/1/2018

Series 6

Date: 1/23/2015

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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