William S Morris
Investment adviser representative at Kcd Financial, Inc.
24 yearsExperience
2 statesRegistered in
$202.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Kcd Financial, Inc.Jul 2026 to now
- Ltc ToolboxMar 2020 to now
- Sarasota Financial Group, Inc.Feb 2002 to now
- Cape Investment Advisory, Inc.Apr 2020 to Jan 2026
- Cape Securities, Inc.Apr 2020 to Jan 2026
- Calton & Associates, Inc.Jun 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Kcd Financial, Inc.
$202.1MAssets managed
1,257Clients
38Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1793507
- Firm CRD
- 127473