Alfred Morrison, financial advisor Hunt Valley MD
93 score

Alfred Morrison

CRD Number: 1361862
Current Firm: Asset Strategy Consultants LLC

Alfred Morrison (CRD# 1361862) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Strategy Consultants Hunt Valley, MD May 1991 - Current 25
Self Employed Baltimore, MD Jan 1980 - Current 36
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for Alfred J. Morrison
Phone Number: 410-528-8282
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    7,454
    MILLIONS
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $89,812,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

DC, FL, MA, MD, NC, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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