Marchaun Morrison
Investment adviser representative at W&s Brokerage Services, Inc.
11 yearsExperience
2 statesRegistered in
$257.2MFirm assets
8 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.
- Portfolio management
Experience
11 years in the industry.
- W&s Brokerage Services, Inc.Oct 2025 to now
- Western & Southern LifeOct 2023 to now
- Pruco Securities, LLC.Jan 2021 to Oct 2023
- Prudential Insurance Company of AmericaJan 2021 to Oct 2023
- Mass Mutual Life Insurance CompanyFeb 2019 to Jan 2021
- MML Investors ServicesFeb 2019 to Jan 2021
- Nylife Securities LLCApr 2017 to Mar 2019
- New York Life Insurance CompanyMay 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 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
- 6496695
- Firm CRD
- 8099