Lori Morell

THAYER PARTNERS LLC

Alpharetta, GA 30009

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CRD#: 7015759

Professional summary

Lori Morell is a registered financial advisor currently at THAYER PARTNERS LLC located in Alpharetta, Georgia.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lori has worked at 2 firms and has passed the Series 65 exam.

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 Lori Morell'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 9, 2025 - Present

THAYER PARTNERS LLC

Office #1: 308 Maxwell Rd Ste 300, Alpharetta, GA 30009

RIA

CRD#: 290734

Alpharetta, GA

Past

October 15, 2018 - October 29, 2025

LINDER FINANCIAL SERVICES, INC.

RIA

CRD#: 117861

ALPHARETTA, 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".

THAYER PARTNERS LLC

JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.

CRD#: 290734 / SEC#: 801-118392

RIA

Registered Investment Advisory firm - (4/6/2020 Approved)

Georgia

Registered Investment Advisory firm - (4/14/2020 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/8/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/13/2020 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

Georgia
(10/9/2025)

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: 10/15/2018

Uniform Investment Adviser Law Examination

Current Firm

THAYER PARTNERS LLC

JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.

CRD#: 290734 / SEC#: 801-118392

RIA

Registered Investment Advisory firm - (4/6/2020 Approved)

Georgia

Registered Investment Advisory firm - (4/14/2020 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/8/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/13/2020 Terminated)

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Contact information

Main Address

Wyndmoor, PA

Mailing Address

Phone number

(617) 275-5430

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (5/30/2025)

Regulatory assets under management

Total Number of Accounts	609
AUM (Assets Under Management)	$ 401,277,320

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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Lori Morell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Morell's CRS (Customer Relationship Summary).

Certified licenses

Experience

THAYER PARTNERS LLC

LINDER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

THAYER PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2018

Current Firm

THAYER PARTNERS LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THAYER PARTNERS LLC

TRUST BUT VERIFY

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