CM
Chloe H. Morris
PARNASSUS INVESTMENTS
SAN FRANCISCO, CA 94105
CRD#: 8137545
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CM
Chloe Hunter MorrisPARNASSUS INVESTMENTS
Professional summary
Chloe Hunter Morris, who also goes by Chloe Morris, is a registered financial advisor currently at PARNASSUS INVESTMENTS, LLC located in San Francisco, California and PARNASSUS FUNDS DISTRIBUTOR, LLC located in San Francisco, California.
Chloe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Chloe has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Chloe Morris
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.
CRS (Client Relationship Summary) - RIA
Click below to view Chloe Hunter 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®
NoneExperience
Current
February 25, 2026 - Present
PARNASSUS INVESTMENTS, LLC
Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105RIA
CRD#: 316904
SAN FRANCISCO, CA
Current
January 10, 2026 - Present
PARNASSUS FUNDS DISTRIBUTOR, LLC
Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105BD
CRD#: 15883
San Francisco, CA
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".
PI
PARNASSUS INVESTMENTS, LLC
PARNASSUS INVESTMENTS, LLC
CRD#: 316904 / SEC#: 801-122618
RIA
Registered Investment Advisory firm - (11/8/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/24/2026)
RR
Alaska(2/24/2026)
RR
Arizona(2/24/2026)
RR
Arkansas(2/24/2026)
RR
California(2/23/2026)
IAR
California(2/25/2026)
RR
Colorado(2/24/2026)
RR
Connecticut(2/24/2026)
RR
Delaware(2/24/2026)
RR
District of Columbia(2/24/2026)
RR
Florida(2/24/2026)
RR
Georgia(2/24/2026)
RR
Hawaii(2/24/2026)
RR
Idaho(2/24/2026)
RR
Illinois(2/24/2026)
RR
Indiana(2/24/2026)
RR
Iowa(2/24/2026)
RR
Kansas(2/24/2026)
RR
Kentucky(2/24/2026)
RR
Louisiana(2/24/2026)
RR
Maine(2/24/2026)
RR
Maryland(2/24/2026)
RR
Massachusetts(2/24/2026)
RR
Michigan(2/24/2026)
RR
Minnesota(2/24/2026)
RR
Mississippi(2/24/2026)
RR
Missouri(2/24/2026)
RR
Montana(2/24/2026)
RR
Nebraska(2/24/2026)
RR
Nevada(2/24/2026)
RR
New Hampshire(2/24/2026)
RR
New Jersey(2/24/2026)
RR
New Mexico(2/24/2026)
RR
New York(2/24/2026)
RR
North Carolina(2/24/2026)
RR
North Dakota(2/24/2026)
RR
Ohio(2/25/2026)
RR
Oklahoma(2/24/2026)
RR
Oregon(2/24/2026)
RR
Pennsylvania(2/24/2026)
RR
Puerto Rico(2/24/2026)
RR
Rhode Island(2/24/2026)
RR
South Carolina(2/24/2026)
RR
South Dakota(2/24/2026)
RR
Tennessee(2/24/2026)
RR
Texas(2/24/2026)
RR
Utah(2/24/2026)
RR
Vermont(2/24/2026)
RR
Virginia(2/24/2026)
RR
Washington(2/24/2026)
RR
West Virginia(2/24/2026)
RR
Wisconsin(2/24/2026)
RR
Wyoming(2/24/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/9/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PI
PARNASSUS INVESTMENTS, LLC
PARNASSUS INVESTMENTS, LLC
CRD#: 316904 / SEC#: 801-122618
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Loading...
Contact information
Main Address
1 Market Street Suite 1600, San Francisco, CA 94105
Mailing Address
Phone number
(415) 778-0200
Established
Firm type
Fiscal year end
# of Employees
87
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 41,094,551,521 |
Red Flags
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Company Information
PARNASSUS INVESTMENTS, LLC
CRD#: 316904San Francisco, CA 94105TRUST BUT VERIFY
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