Stephan Morris
CFP®Professional Summary
Stephan Morris, CFP®, who also goes by Stephan E M Morris, Stephan Erich Morris, Steven Morris, Steve Morris, is a registered financial advisor currently at TRIHELIX WEALTH COLLECTIVE located in Portland, Oregon. Stephan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stephan has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephan E M Morris, Stephan Erich Morris, Steven Morris, Steve Morris
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
TRIHELIX WEALTH COLLECTIVE | TRIHELIX WEALTH MANAGEMENT | TRIHELIX WEALTH COLLECTIVE. LLC | TRIHELIX WEALTH COLLECTIVE LLC
Contact Information
Main Address
Portland, ORPhone Number
(607) 423-4632# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
293AUM (Assets Under Management)
$25,033,380Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/3/2026)
(9/18/2025)
(9/22/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stephan Morris's CRS (Customer Relationship Summary).
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