Andrew Morris, financial advisor Wyncote PA

Andrew Morris

CRD Number: 2009038
Current Firm: Santander Securities

Andrew Morris (CRD# 2009038) is an Investment Advisor Representative working at Santander Securities in Wyncote, PA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Feb 2023 - Current 1
Santander Bank, Na Boston, MA Jan 2021 - Current 3
Santander Securities, LLC Dorchester, MA Jan 2021 - Feb 2023 2
Unemployed Moorestown, NJ Aug 2020 - Jan 2021 < 1
Dmi Hingham, MA Oct 2019 - Aug 2020 < 1
The Prudential Insurance Company Of America Marlton, NJ Sep 2018 - Oct 2019 1
Pruco Securities, LLC Marlton, NJ Sep 2018 - Oct 2019 1
Unemployed Moorestown, NJ Jun 2018 - Aug 2018 < 1
Navian Capital Securities, LLC Cincinnati, OH Jun 2017 - May 2018 < 1
Sorrento Pacific Financial, LLC San Diego, CA Jan 2017 - May 2017 < 1
Prudential Insurance Co Of America Shelton, CT Dec 2010 - Oct 2016 5
Prudential Annuities Distributors, Inc. Shelton, CT Dec 2010 - Oct 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Nov 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew F. Morris
Phone Number: (866)-736-6475
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    1,849
    MILLIONS
  • Total Number of Accounts
    9,808
    ACCOUNTS
  • Average Account Value
    $188,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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