Theodore Morris
Investment adviser representative at Mma Securities LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
11 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.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Marsh Mclennan AgencyAug 2025 to now
- Mma Securities LLCAug 2025 to now
- Goldman Sachs & Co. LLCJan 2021 to Aug 2025
- The Ayco Company, L.p./mercer AlliedJun 2020 to Jan 2021
- Health Monitor NetworkAug 2019 to Aug 2019
- Starbucks Corp.May 2019 to May 2020
- AXA AdvisorsMay 2019 to Jun 2019
- AudioconsultoresJan 2019 to Apr 2019
- Bounce PromotionsJun 2018 to Aug 2018
- Skidmore CollegeSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 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
- 7263667
- Firm CRD
- 44254