AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GM

Graham R. Morris

FIDUCIARY ORGANIZATION
Greenville, SC 29609
Some features on this profile are disabled
CRD#: 7272813
GM

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.

top-8-questions

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/22/2021
Uniform Investment Adviser Law Examination

Current Firm

FO
FIDUCIARY ORGANIZATION, LLC
FIDO | WOODMARK WEALTH MANAGEMENT, LLC | WOODMARK ADVISORS | SOUND WEALTH MANAGEMENT | MORKEL FINANCIAL PLANNING | 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts84
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.

Company Information

FIDUCIARY ORGANIZATION, LLC

CRD#: 325661Greenville, SC 29609

TRUST BUT VERIFY

Monitor Graham Morris

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

RB
Ronald BrownAdvisorCheck Check Mark
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
PR
NEW YORK, NY
Richard Paul Sabo
Richard SaboAdvisorCheck Check Mark
J. W. COLE ADVISORS, INC.
IAR
RR
GIBSONIA, PA
SL
Sean LeonardAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
Camarillo, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.