Corelle Quan Morris
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Tom Thumb / Albertsons Companies, Inc.Oct 2024 to May 2025
- Origin BankJun 2024 to Aug 2024
- University of Texas ArlingtonJan 2023 to May 2025
- Living SpacesJan 2023 to Jun 2024
- Amazon Inc.Sep 2022 to Jan 2023
- Burnett's StaffingSep 2022 to Jan 2023
- Allied Universal Security ServicesMay 2022 to Aug 2022
- Nationwide InsuranceJan 2022 to Dec 2022
- UnemployedDec 2021 to Oct 2022
- KrogerAug 2021 to Aug 2021
- Senior Life ServicesJan 2021 to Dec 2021
- Georgia State UniversityDec 2020 to Aug 2021
- UnemployedJun 2020 to Nov 2020
- Fedex GroundDec 2019 to Oct 2020
- Georgia Highlands CollegeMay 2019 to Apr 2020
- RossFeb 2019 to Jan 2020
- Amc Movies Inc.Aug 2018 to Jul 2019
- Georgia Highlands Community CollegeMay 2018 to May 2020
- Miss ManagementFeb 2016 to Feb 2017
- Zaxby'sAug 2015 to May 2018
- Northwest Rankin High SchoolJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 8126373
- Firm CRD
- 7691