Matthew J. Morris
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Jonathan Morris's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2019 - Present
MULTIPATH WEALTH MAGEMENT
Office #1: 2191 Pickens Street Ste 307, Columbia, SC 29201State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/18/2019)
Current Firm
MULTIPATH WEALTH MAGEMENT
CRD#: 306130 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 5,503,586 |
Red Flags
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Company Information
MULTIPATH WEALTH MAGEMENT
CRD#: 306130Columbia, SC 29201TRUST BUT VERIFY
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