Richard Kyle Morgan
Investment adviser representative at Ssb&t Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$445.1MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ssb&t Wealth Management, LLCMay 2024 to now
- UnemployedJan 2024 to Apr 2024
- Sunflower Bank, N.A.Mar 2023 to Dec 2023
- UnemployedDec 2022 to Feb 2023
- Frost Bank N.A.Mar 2018 to Nov 2022
- UnemployedSep 2017 to Feb 2018
- Mosaic Financial PartnersOct 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ssb&t Wealth Management, LLC
$445.1MAssets managed
168Clients
4Advisers
3 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
- 5044531
- Firm CRD
- 328102