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Karen Kummerer Morris

MORRIS ASSOCIATES LLC·NEW YORK, New York
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825 THIRD AVENUE, NEW YORK, NY 10022CRD# 1382693Firm CRD# 138260
01

About

Karen Kummerer Morris is a registered financial advisor based in NEW YORK, New York, affiliated with MORRIS ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MORRIS ASSOCIATES LLC
MORRIS ASSOCIATES LLC
AUM
$70M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at MORRIS ASSOCIATES LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1382693
Firm CRD# 138260
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Kummerer Morris offer?
Karen Kummerer Morris specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Karen Kummerer Morris's credentials?
Karen Kummerer Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Kummerer Morris located?
Karen Kummerer Morris is based in NEW YORK, New York, working with MORRIS ASSOCIATES LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Karen Kummerer Morris charge for services?
Karen Kummerer Morris'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 MORRIS ASSOCIATES LLC?
MORRIS ASSOCIATES LLC is a registered investment adviser with the SEC, managing $70M in regulatory assets under management. See their Form ADV for full details.
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