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Brett W Morrison

CONSTITUTION CAPITAL PM, L. P.·ANDOVER, Massachusetts
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300 BRICKSTONE SQUARE, ANDOVER, MA 01810CRD# 7834807Firm CRD# 319678
01

About

Brett W Morrison is a registered financial advisor based in ANDOVER, Massachusetts, affiliated with CONSTITUTION CAPITAL PM, L. P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
CONSTITUTION CAPITAL PM, L. P.
CONSTITUTION CAPITAL PM, L. P.
AUM
$672M
Regulatory assets under management
Employees
62
Total firm employees
View all advisors at CONSTITUTION CAPITAL PM, L. P. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7834807
Firm CRD# 319678
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett W Morrison offer?
Brett W Morrison specializes in Investment Management. Contact their office in ANDOVER, Massachusetts for a consultation.
What are Brett W Morrison's credentials?
Brett W Morrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett W Morrison located?
Brett W Morrison is based in ANDOVER, Massachusetts, working with CONSTITUTION CAPITAL PM, L. P.. Their office serves clients in the ANDOVER metropolitan area and surrounding communities.
How does Brett W Morrison charge for services?
Brett W Morrison's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSTITUTION CAPITAL PM, L. P.?
CONSTITUTION CAPITAL PM, L. P. has approximately 62 employees and manages $672M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ANDOVER
Daniel Michael Cahill — CONSTITUTION CAPITAL PM, L. P.John Joseph Guinee — CONSTITUTION CAPITAL PM, L. P.William Scott Richardson — CONSTITUTION CAPITAL EQUITY PARTNERS LPRobert Malcolm Hatch — CONSTITUTION CAPITAL PM, L. P.Howard Vincent Redgate — ANDOVER EQUITY ASSOCIATES CORP
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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