Unclaimed Profile

Brent Cameron Morris

CANOPY INVESTMENT ADVISORS LLC·PLYMOUTH MEETING, Pennsylvania

Clean recordCANOPY INVESTMENT ADVISORS LLC

630 WEST GERMANTOWN PIKE, PLYMOUTH MEETING, PA 19462CRD# 3277579Firm CRD# 156806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Cameron Morris · PLYMOUTH MEETING, PA

Registration

CRD #3277579 · CANOPY INVESTMENT ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brent Cameron Morris is a registered financial advisor based in PLYMOUTH MEETING, Pennsylvania, affiliated with CANOPY INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CANOPY INVESTMENT ADVISORS LLC

CANOPY INVESTMENT ADVISORS

AUM

$130M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CANOPY INVESTMENT ADVISORS LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3277579

Firm CRD# 156806

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brent Cameron Morris offer?

Brent Cameron Morris specializes in Retirement Planning, Wealth Management. Contact their office in PLYMOUTH MEETING, Pennsylvania for a consultation.

What are Brent Cameron Morris's credentials?

Brent Cameron Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Cameron Morris located?

Brent Cameron Morris is based in PLYMOUTH MEETING, Pennsylvania, working with CANOPY INVESTMENT ADVISORS LLC. Their office serves clients in the PLYMOUTH MEETING metropolitan area and surrounding communities.

How does Brent Cameron Morris charge for services?

Brent Cameron 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 CANOPY INVESTMENT ADVISORS LLC?

CANOPY INVESTMENT ADVISORS LLC has approximately 6 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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