Unclaimed Profile

Mary Elizabeth Ivy

MORRIS FINANCIAL CONCEPTS, INC.·MOUNT PLEASANT, South Carolina

Clean record17 years registeredMORRIS FINANCIAL CONCEPTS, INC.

107 PITT STREET, MOUNT PLEASANT, SC 29464-5318CRD# 5652790Firm CRD# 114862

Profile Verification

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

Identity

Mary Elizabeth Ivy · MOUNT PLEASANT, SC

Registration

CRD #5652790 · MORRIS FINANCIAL CONCEPTS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

GORDON FINANCIAL

Mar 2015 – present

MORRIS FINANCIAL CONCEPTS, INC.

May 2009 – Feb 2015

MOUNT PLEASANT, SC

Registrations & Exams

Registration record

First registered · May 4, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORRIS FINANCIAL CONCEPTS, INC.

CRD 114862 · SEC 801-60830

AUM

$408M

Regulatory assets under management

Employees

910 client accounts

Services offered by MORRIS FINANCIAL CONCEPTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORRIS FINANCIAL CONCEPTS, INC. →

Introduction

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Frequently Asked Questions

What services does Mary Elizabeth Ivy offer?

Mary Elizabeth Ivy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.

What are Mary Elizabeth Ivy's credentials?

Mary Elizabeth Ivy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Elizabeth Ivy located?

Mary Elizabeth Ivy is based in MOUNT PLEASANT, South Carolina, working with MORRIS FINANCIAL CONCEPTS, INC.. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.

How does Mary Elizabeth Ivy charge for services?

Mary Elizabeth Ivy'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 MORRIS FINANCIAL CONCEPTS, INC.?

MORRIS FINANCIAL CONCEPTS, INC. has approximately 10 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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