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James Marc Morris

FMA WEALTH MANAGEMENT, LLC·DUXBURY, Massachusetts
Unclaimed Profile
33 RAILROAD AVENUE, DUXBURY, MA 02332CRD# 705495Firm CRD# 313049
01

About

James Marc Morris is a registered financial advisor based in DUXBURY, Massachusetts, affiliated with FMA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FMA WEALTH MANAGEMENT, LLC
FMA WEALTH MANAGEMENT, LLC
AUM
$142M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FMA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 705495
Firm CRD# 313049
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Marc Morris offer?
James Marc Morris specializes in Financial Planning, Investment Management. Contact their office in DUXBURY, Massachusetts for a consultation.
What are James Marc Morris's credentials?
James Marc Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Marc Morris located?
James Marc Morris is based in DUXBURY, Massachusetts, working with FMA WEALTH MANAGEMENT, LLC. Their office serves clients in the DUXBURY metropolitan area and surrounding communities.
How does James Marc Morris charge for services?
James Marc Morris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FMA WEALTH MANAGEMENT, LLC?
FMA WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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