Morgan Story Holmes
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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 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
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Advisory Services, LLCMay 2026 to now
- Osaic Wealth, Inc.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Jan 2026
- Crc InsurnaceJun 2017 to Nov 2018
- 20/20 Wealth Management GroupApr 2014 to May 2017
- College - AuburnJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AL).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6350671
- Firm CRD
- 171070