Alyssa Morris, financial advisor San Francisco CA

Alyssa Morris

CRD Number: 2790341
Current Firm: Freestone Capital Management, LLC

Alyssa Morris (CRD# 2790341) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Freestone Capital Management, LLC San Francisco, CA Jan 2022 - Current 2
Parallel Advisors, LLC San Francisco, CA Nov 2015 - Jan 2022 6
Waypoint Wealth Partners San Francisco, CA Dec 2014 - Nov 2015 < 1
Parallel Advisors, LLC San Francisco, CA Sep 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Alyssa H. Morris
By the Numbers
  • Total Assets Under Management
    8,221
    MILLIONS
  • Total Number of Accounts
    5,189
    ACCOUNTS
  • Average Account Value
    $1,584,327
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • 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)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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