Thomas Joseph Morse
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Truist Advisory Services, Inc.Jul 2026 to now
- Truist Investment Services, IncJul 2026 to now
- Wells Fargo Clearing Services, LLCNov 2025 to Jul 2026
- Wells Fargo Bank, NAApr 2024 to Jul 2026
- Ebsco - Publisher's WarehouseNov 2021 to Mar 2024
- UnemployedSep 2021 to Nov 2021
- Ebsco Information ServicesMay 2020 to Aug 2021
- Ebsco Professional Partnership GroupMay 2019 to May 2020
- Stewart of Alabama - a Xerox CompanyOct 2018 to Apr 2019
- Field & Stream ShopsJun 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
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
- 8195300
- Firm CRD
- 283390