Tucker Y. Morin

SQUIRE WEALTH ADVISORS

Orem, UT 84097

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CRD#: 6665451

Professional summary

Tucker Young Morin, CFP® is a registered financial advisor currently at SQUIRE WEALTH ADVISORS located in Orem, Utah.

Tucker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Tucker has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tucker Young Morin'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: 2020

Experience

Current

February 10, 2025 - Present

SQUIRE WEALTH ADVISORS

Office #1: 1329 South 800 East, Orem, UT 84097

RIA

CRD#: 117750

Orem, UT

Past

May 30, 2023 - January 22, 2025

SOLTIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 154690

ST. GEORGE, UT

Past

October 16, 2018 - November 28, 2018

DFPG INVESTMENTS, LLC

CRD#: 155576

Orem, UT

Past

January 19, 2017 - November 29, 2018

CALIBER WEALTH MANAGEMENT, LLC

RIA

CRD#: 173280

OREM, UT

Past

July 16, 2016 - October 20, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

AMERICAN FORK, UT

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".

SQUIRE WEALTH ADVISORS

SQUIRE INVESTMENT | SQUIRE WEALTH MANAGEMENT | SQUIRE WEALTH ADVISORS | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

CRD#: 117750 / SEC#: 801-78495

RIA

Registered Investment Advisory firm - (9/5/2013 Approved)

Idaho

Registered Investment Advisory firm - (9/11/2013 Terminated)

Utah

Registered Investment Advisory firm - (9/11/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Utah
(2/10/2025)

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

State Security Law Exam

IAR

Series 65

Date: 1/18/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2016

General Securities Representative Examination

Current Firm

SQUIRE WEALTH ADVISORS

SQUIRE INVESTMENT | SQUIRE WEALTH MANAGEMENT | SQUIRE WEALTH ADVISORS | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

CRD#: 117750 / SEC#: 801-78495

RIA

Registered Investment Advisory firm - (9/5/2013 Approved)

Idaho

Registered Investment Advisory firm - (9/11/2013 Terminated)

Utah

Registered Investment Advisory firm - (9/11/2013 Terminated)

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Contact information

Main Address

1329 South 800 East, Orem, UT 84097

Mailing Address

Phone number

(801) 226-7722

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

SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC FORM ADV PART 2 (11/21/2025)

Regulatory assets under management

Total Number of Accounts	1,656
AUM (Assets Under Management)	$ 493,941,180

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

Tucker Y. Morin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tucker Young Morin's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLTIS INVESTMENT ADVISORS, LLC

DFPG INVESTMENTS, LLC

CALIBER WEALTH MANAGEMENT, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

SQUIRE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2017

Series 63

Date: 7/23/2016

SIE

Date: 10/20/2016

Series 7

Date: 7/16/2016

Current Firm

SQUIRE WEALTH ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SQUIRE WEALTH ADVISORS

TRUST BUT VERIFY

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