B. Wistar Morris, financial advisor Norfolk VA
93 score

B. Wistar Morris

CRD Number: 5393880
Current Firm: Signature Family Wealth Advisors

B. Wistar Morris (CRD# 5393880) is an Investment Advisor Representative working at Signature Family Wealth Advisors in Norfolk, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Signature Financial Management, Inc. Norfolk, VA Dec 2007 - Current 8
W.l. Achenbach & Assoc, Inc. Charlottesville, VA Jun 2007 - Dec 2007 < 1
Unemployed Charlottesville, VA Oct 2006 - Jun 2007 < 1
Miller Center Foundation Charlottesville, VA Mar 1999 - Oct 2006 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for B. Wistar Morris
Phone Number: 757-625-7670
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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