B. wistar Morris
Investment adviser representative at Brown Advisory
19 yearsExperience
1 stateRegistered in
$7.6BFirm assets
32 yearsFirm in business
Are you B. wistar Morris? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Brown AdvisoryNov 2018 to now
- Signature Financial Management, Inc.Dec 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
Brown Advisory
Legal name: Signature Financial Management Inc
$7.6BAssets managed
229Clients
17Advisers
32 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
- 5393880
- Firm CRD
- 106375