Andrew Thomas Morris
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Apr 2026 to now
- Charles Schwab Co., Inc.Feb 2023 to now
- ModisSep 2022 to Feb 2023
- Full-time EducationJul 2022 to Sep 2022
- TargetFeb 2022 to Jul 2022
- Full-time EducationAug 2021 to Feb 2022
- Camp On the LakeMay 2021 to Aug 2021
- Full-time EducationAug 2020 to Apr 2021
- Great Wolf LodgeJan 2019 to Aug 2020
- Full-time EducationNov 2017 to Jan 2019
- Inwood Soccer CenterMay 2017 to Nov 2017
- Main Event EntertainmentAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7697858
- Firm CRD
- 5393