Terry L. Morris

LINDENWOLD ADVISORS

Reading, PA 19601

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CRD#: 841903

Professional summary

Terry Lee Morris is a registered financial advisor currently at LINDENWOLD ADVISORS INC. located in Reading, Pennsylvania.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Terry has worked at 1 firm and has passed the Series 50 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Terry Lee Morris'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

October 6, 2020 - Present

LINDENWOLD ADVISORS INC.

Office #1: 505 Penn Street Suite 200, Reading, PA 19601

RIA

CRD#: 308454

Reading, 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".

LINDENWOLD ADVISORS INC.

LINDENWOLD ADVISORS INC. | LINDENWOLD ADVISORS, LLC

CRD#: 308454 / SEC#: 801-118561

RIA

Registered Investment Advisory firm - (4/27/2020 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

Pennsylvania
(10/6/2020)

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

General Industry/Product Exam

Series 50

Date: 2/11/2016

Municipal Advisor Representative Qualification Exam

Current Firm

LINDENWOLD ADVISORS INC.

LINDENWOLD ADVISORS INC. | LINDENWOLD ADVISORS, LLC

CRD#: 308454 / SEC#: 801-118561

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

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Contact information

Main Address

505 Penn Street Suite 200, Reading, PA 19601

Mailing Address

Phone number

(610) 396-2448

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- LINDENWOLD ADVISORS, INC. (3/20/2025)

Regulatory assets under management

Total Number of Accounts	336
AUM (Assets Under Management)	$ 278,552,303

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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Terry L. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Lee Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINDENWOLD ADVISORS INC.

Primary Firm SEC Registration

LINDENWOLD ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 50

Date: 2/11/2016

Current Firm

LINDENWOLD ADVISORS INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LINDENWOLD ADVISORS INC.

TRUST BUT VERIFY

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