Christopher Robert Morrison
Investment adviser representative at Ae Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 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
17 years in the industry.
- Ae Wealth Management, LLCJan 2019 to now
- The Legacy Retirement GroupApr 2009 to now
- Nuventure Financial Group, LLCJan 2019 to Jun 2024
- Img Wealth Management, IncSep 2017 to Jan 2019
- Madison Avenue Securities, LLCSep 2017 to Dec 2018
- Plan Member Securities CorporationJan 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 6433976
- Firm CRD
- 282580