Matthew J. Morris

MULTIPATH WEALTH MAGEMENT

Columbia, SC

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CRD#: 7188528

Professional summary

Matthew Jonathan Morris, who also goes by Morris Jonathan Matthew, Matt Morris, Matthew Morris, is a registered financial advisor currently at MULTIPATH WEALTH MAGEMENT located in Columbia, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Morris Jonathan Matthew | Matt Morris | Matthew Morris

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 Matthew Jonathan Morris's 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

November 18, 2019 - Present

MULTIPATH WEALTH MAGEMENT

RIA

CRD#: 306130

Columbia, SC

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

South Carolina
(11/18/2019)

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: 12/1/2018

Uniform Investment Adviser Law Examination

Current Firm

MULTIPATH WEALTH MAGEMENT

MULTIPATH WEALTH MAGEMENT | SANDERLING FINANCE, LLC

CRD#: 306130 / SEC#:

South Carolina

Registered Investment Advisory firm - (11/18/2019 Approved)

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Contact information

Main Address

Columbia, SC

Mailing Address

Phone number

(307) 395-9700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 3,660,353

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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Matthew J. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jonathan Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

MULTIPATH WEALTH MAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2018

Current Firm

MULTIPATH WEALTH MAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MULTIPATH WEALTH MAGEMENT

TRUST BUT VERIFY

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