Bradley Sheldon Morris
Investment adviser representative at Pcg Wealth Management
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$931.1MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Pcg Wealth ManagementJan 2018 to now
- Pcg Wealth Advisors, LLC (dba: Pcg Wealth Management)Jan 2018 to now
- LPL Financial, LLCDec 2017 to now
- Good Life Advisors, LLCDec 2017 to Jan 2018
- Various Insurance Carriers for W & R Insurance AgenciesJun 2002 to Dec 2017
- Waddell & Reed IncMar 2002 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pcg Wealth Management
Legal name: Pcg Wealth Advisors, LLC
$931.1MAssets managed
1,959Clients
18Advisers
8 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
- 4515804
- Firm CRD
- 290977