Graham R. Morris

FIDUCIARY ORGANIZATION

Greenville, SC 29609

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CRD#: 7272813

Professional summary

Graham Robert Morris, who also goes by Morris Robert Graham, is a registered financial advisor currently at FIDUCIARY ORGANIZATION, LLC located in Greenville, South Carolina.

Graham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Graham has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Morris Robert Graham

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.

Graham Morris is a Business Analyst at Mitsubishi Chemical Group where he oversees financial reporting. This activity accounts for up to 17 hours per week during trading hours, is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Graham Robert 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

May 24, 2023 - Present

FIDUCIARY ORGANIZATION, LLC

Office #1: 217 West Stone Ave, Greenville, SC 29609

RIA

CRD#: 325661

Greenville, SC

Past

September 23, 2022 - April 21, 2023

ONEASCENT FINANCIAL SERVICES LLC

RIA

CRD#: 284549

Greenville, SC

Past

March 22, 2021 - October 5, 2022

WOODMARK WEALTH MANAGEMENT, LLC

RIA

CRD#: 300178

GREENVILLE, 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
(5/24/2023)

IAR

Utah
(3/25/2025)

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: 3/22/2021

Uniform Investment Adviser Law Examination

Current Firm

FIDUCIARY ORGANIZATION, LLC

CRD#: 325661 / SEC#:

North Carolina

Registered Investment Advisory firm - (10/23/2024 Approved)

South Carolina

Registered Investment Advisory firm - (5/24/2023 Approved)

Utah

Registered Investment Advisory firm - (3/25/2025 Approved)

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Contact information

Main Address

217 West Stone Ave, Greenville, SC 29609

Mailing Address

Phone number

(864) 704-5114

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	84
AUM (Assets Under Management)	$ 11,000,000

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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Graham R. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Graham Robert Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDUCIARY ORGANIZATION, LLC

ONEASCENT FINANCIAL SERVICES LLC

WOODMARK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2021

Current Firm

FIDUCIARY ORGANIZATION, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY ORGANIZATION, LLC

TRUST BUT VERIFY

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