Morgan Errola Norris
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Vanguard Advisers, Inc.Jan 2026 to now
- The Vanguard Group, Inc.Jan 2026 to now
- Vanguard Marketing CorporationJan 2026 to now
- Signature Etiquette, LLCMar 2023 to now
- Bank of America, N.A.Oct 2024 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to Dec 2025
- Standish Management Us, LLCOct 2023 to Feb 2024
- Cliftonlarsonallen, LLPNov 2021 to Jun 2023
- Trinity Private Equity GroupNov 2020 to Sep 2021
- Origins Behavioral HealthcareAug 2018 to Aug 2019
- Hewlett Packard EnterprisesSep 2016 to Dec 2017
- Baylor UniversityJan 2015 to May 2017
- Self-employedMar 2012 to Jul 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 8003292
- Firm CRD
- 106715