Clarretta Shalee Morris
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 Wealth, Inc.Sep 2023 to now
- Securities America AdvisorsAug 2021 to now
- Securities America, IncMar 2020 to now
- TD AmeritradeJun 2019 to now
- AerotekJan 2019 to Jun 2019
- HomemakerNov 2018 to Jan 2019
- Tmc PharmacyJul 2018 to Oct 2018
- Don David AgencyMar 2018 to Jul 2018
- Tmc PharmacyMay 2013 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7058077
- Firm CRD
- 23131