Robert Morris, financial advisor New Bloomfield PA

Robert Morris

CRD Number: 4396938
Current Firm: Rwm Asset Management, LLC

Robert Morris (CRD# 4396938) is an Investment Advisor Representative working at Rwm Asset Management, LLC in New Bloomfield, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Rwm Asset Management, LLC New Bloomfield, PA Feb 2004 - Current 20
Robert W. Morris & Company, Pc New Bloomfield, PA Jul 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Robert W. Morris
Phone Number: 717-582-8135
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $85,622
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA

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