AdvisorOS Directory
Claim Profile
Unclaimed Profile
AM

Alexander Robert Morris

F/M INVESTMENTS LLC·WASHINGTON, District of Columbia
Series 65Clean record8 years registeredF/M INVESTMENTS LLC
3050 K. ST NW, WASHINGTON, DC 20007CRD# 6052424Firm CRD# 304405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Robert Morris · WASHINGTON, DC
Registration
CRD #6052424 · F/M INVESTMENTS LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

F/M INVESTMENTS LLC
Dec 2019 – present
VESTMARK ADVISORY SOLUTIONS, INC.
Apr 2018 – Oct 2019
WASHINGTON, DC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 20, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
F/M INVESTMENTS LLC
CRD 304405 · SEC 801-116853
AUM
$12.8B
Regulatory assets under management
Employees
67
3,530 client accounts
Services offered by F/M INVESTMENTS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at F/M INVESTMENTS LLC →
Introduction

Speak with Alexander

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alexander is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, District of Columbia or claim this profile if it's yours.

Browse WASHINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Alexander Robert Morris offer?
Alexander Robert Morris specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Alexander Robert Morris's credentials?
Alexander Robert Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Robert Morris located?
Alexander Robert Morris is based in WASHINGTON, District of Columbia, working with F/M INVESTMENTS LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Alexander Robert Morris charge for services?
Alexander Robert Morris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is F/M INVESTMENTS LLC?
F/M INVESTMENTS LLC has approximately 67 employees and manages $12.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at F/M INVESTMENTS LLC

Adam Victor Croll
WASHINGTON, DC
John Thomas Hailer
WASHINGTON, DC
Alison Hope Miller
WASHINGTON, DC
Timothy Dolan
WASHINGTON, DC

More Advisors in WASHINGTON, District of Columbia

Charles J.a. D'angelo
ALEXANDRIA CAPITAL, LLC·WASHINGTON, DC
Conley Wayne Patton
BLACK CHAMBER PARTNERS, LLC·WASHINGTON, DC
Derek J A Van Dijkum
BLACK CHAMBER PARTNERS, LLC·WASHINGTON, DC
Caroline Savage
FARR MILLER & WASHINGTON LLC·WASHINGTON, DC
Chad Creighton Sweet
MC2 INVESTMENT MANAGEMENT, LLC·WASHINGTON, DC
Carl Leonard Holubowich
ARMSTRONG, FLEMING & MOORE, INC.·WASHINGTON, DC
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in District of Columbia
WASHINGTON, D.C. (2)WASHINGTON DC (0)WASHING DC (0)
City Guides
WASHINGTON, D.C. GuideWASHINGTON DC GuideWASHING DC Guide
Research
Advisor Fees in District of ColumbiaNational Fee Analysis
Request removal of this profile