Barry Morris
Barry Morris is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cedar Knolls, NJ, with 17 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
240 Cedar Knolls Road, Suite 305, Cedar Knolls, NJ, 07927
Get directionsHistory
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 ActivitiesSells Insurance
Barry sells equity indexed annuities through Avantax Insurance Agency LLC, dedicating minimal time to this activity. He also owns Rocmor Financial Services, providing tax preparation, accounting, bookkeeping, and financial services, taking nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations11 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.