Kalonji Morrison
Kalonji Morrison is a registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 23 years of industry experience. Kalonji operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
1991 Summit Park Drive, Orlando, FL, 32810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kalonji is the VP of Dr. Dei's Physical Therapy Centre, a healthcare services business in Windermere, FL, since 2017. He spends minimal time on this activity, assisting his wife with the overall direction of the company.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Compass Capital Asset Management
Uvest Financial Services Group, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations53 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.