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Thomas M. Morrison

SENTRY
MEMPHIS, TN 38119
Some features on this profile are disabled
CRD#: 7318158
TM

Professional summary

Thomas Mcmurray Morrison, who also goes by Thomas Murray Morrison, is a registered financial advisor currently at SENTRY, LLC located in Memphis, Tennessee.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Thomas has worked at 2 firms and has passed the Series 65, Series 57TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Thomas Murray Morrison

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 Thomas Mcmurray Morrison'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

February 10, 2026 - Present

SENTRY, LLC

Office #1: 6070 Poplar Avenue Suite 700, Memphis, TN 38119
RIA
CRD#: 150593
MEMPHIS, TN
Past

January 30, 2021 - March 8, 2024

SUSQUEHANNA SECURITIES, LLC

BD
CRD#: 35874
BALA CYNWYD, PA

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".
SL
SENTRY, LLC
SENTRY, LLC

CRD#: 150593 / SEC#: 801-70290

RIA
Registered Investment Advisory firm - (6/24/2009 Approved)

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
Tennessee
(2/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/30/2021
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 1/9/2021
Securities Industry Essentials Examination

Current Firm

SL
SENTRY, LLC
SENTRY, LLC

CRD#: 150593 / SEC#: 801-70290

RIA
Registered Investment Advisory firm - (6/24/2009 Approved)
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Contact information

Main Address
6070 Poplar Avenue Suite 700, Memphis, TN 38119
Mailing Address
Phone number
(901) 820-0515
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SENTRY, LLC (3/25/2025)

Regulatory assets under management

Total Number of Accounts278
AUM (Assets Under Management)$ 2,717,548,674

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/25/2024
Cover Page
Report
04/04/2024
Cover Page
Report
01/30/2023
Cover Page
Report

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

SENTRY, LLC

CRD#: 150593Memphis, TN 38119

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