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Ross Austin Morrow

Investment adviser representative at Quotient Wealth Partners, LLC
18 yearsExperience
1 stateRegistered in
$4.9BFirm 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

18 years in the industry.

  1. Quotient Wealth Partners, LLCAug 2026 to now
  2. Howard Financial Services, LtdJul 2017 to Aug 2026
  3. The Ayco Company, L.p./mercer AlliedJan 2008 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (TX).

Quotient Wealth Partners, LLC

$4.9BAssets managed
2,355Clients
34Advisers
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
5288030
Firm CRD
326819
Advisor's SEC record (opens in a new tab)
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