Robert Morris
Robert Morris is a registered investment advisor at Truist Advisory Services, INC., based in Birmingham, AL, with 54 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
2501 20th Place S, Ste 101, Birmingham, AL, 35223
Get directionsHistory
Regulatory History (2)
Regulatory
June 1996Customer Dispute
October 1990Other Business Activities
Robert is a co-owner of a building leased to Piggly Wiggly since 2008. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Dean Witter Reynolds INC.Broker
Reynolds Securities, INC.Broker
Thornton, Farish & Gauntt, INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.