Raymond Kevin Morris
Investment adviser representative at High Pines Wealth Management LLC
16 yearsExperience
1 stateRegistered in
$184MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- High Pines Wealth Management LLCJun 2018 to now
- Fidelity Investments, Inc.Sep 2010 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
High Pines Wealth Management LLC
$184MAssets managed
163Clients
2Advisers
7 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
- 5737357
- Firm CRD
- 285191