Joseph M. Morelli

KEUDELL MORRISON WEALTH MANAGEMENT

Salem, OR 97301

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CRD#: 7506257

Professional summary

Joseph Michael Morelli, who also goes by J. Michael Morelli, is a registered financial advisor currently at KEUDELL MORRISON WEALTH MANAGEMENT, LLC located in Salem, Oregon.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joseph has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J. Michael Morelli

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 Joseph Michael Morelli'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

March 10, 2022 - Present

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Office #1: 235 Front St. Se Suite 300, Salem, OR 97301

RIA

CRD#: 292600

Salem, OR

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".

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

CRD#: 292600 / SEC#: 801-112770

RIA

Registered Investment Advisory firm - (4/4/2018 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

Oregon
(3/10/2022)

IAR

Texas
(3/10/2022)

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

Current Firm

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

CRD#: 292600 / SEC#: 801-112770

RIA

Registered Investment Advisory firm - (4/4/2018 Approved)

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Contact information

Main Address

235 Front St. Se Suite 300, Salem, OR 97301

Mailing Address

Phone number

(971) 209-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (3/21/2025)

ADV PART 2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,992
AUM (Assets Under Management)	$ 812,993,072

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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Joseph M. Morelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Morelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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