Seth Adam Morris
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
4 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
10 years in the industry.
- Clarity Tax Partners, LLCOct 2023 to now
- Ae Wealth Management, LLCAug 2020 to now
- Sears Wealth Management & Insurance SolutionsJul 2020 to now
- Larry H. MillerOct 2018 to Jun 2020
- Artistic Stone MasonryJan 2017 to Nov 2018
- Marvelous CateringAug 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, TX, UT).
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
- 7284402
- Firm CRD
- 282580