Sharyl Suzanne Morris
Investment adviser representative at Kestra Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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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
Experience
19 years in the industry.
- Kestra Advisory Services, LLCMar 2024 to now
- Kestra Investment Services, LLCMar 2024 to now
- Raymond James Financial AdvisorsNov 2020 to Feb 2024
- Raymond James Financial Services AdvisorsNov 2020 to Feb 2024
- Tfcu Financial Advisors/tinker Federal Credit UnionOct 2020 to Feb 2024
- Tinker Federal Credit UnionOct 2020 to Feb 2024
- Tinker Financial Advisors/tinker Financial Services LLCOct 2020 to Feb 2024
- Bank of America, N.A.Jun 2019 to Oct 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Oct 2020
- UnemployedMay 2018 to Apr 2019
- University of WashingtonMar 2007 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OK).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7110370
- Firm CRD
- 283330