Unclaimed Profile

Christopher Rolland Morgan

ALLIO ADVISORS LLC·SEATTLE, Washington

SIE, Series 7, Series 7TO, Series 66Clean record14 years registeredALLIO ADVISORS LLC

107 SPRING STREET, SEATTLE, WA 98104CRD# 6034806Firm CRD# 317938

Profile Verification

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

Identity

Christopher Rolland Morgan · SEATTLE, WA

Registration

CRD #6034806 · ALLIO ADVISORS LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLIO ADVISORS LLC

ALLIO ADVISORS

Feb 2024 – Jun 2025

Brooklyn, NY

MASTERWORKS ADVISERS, LLC

Jun 2023 – Aug 2023

NEW YORK, NY

ARETE WEALTH ADVISORS, LLC

Apr 2022 – Jun 2023

New York, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2012 – Jun 2014

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · June 11, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIO ADVISORS LLC

CRD 317938 · SEC 801-123065

AUM

$235K

Regulatory assets under management

Employees

1,028 client accounts

Services offered by ALLIO ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALLIO ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Rolland Morgan offer?

Christopher Rolland Morgan specializes in Investment Management, Fee-Only Advisory.

What are Christopher Rolland Morgan's credentials?

Christopher Rolland Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Rolland Morgan located?

Christopher Rolland Morgan is based in SEATTLE, Washington, last registered with ALLIO ADVISORS LLC.

How does Christopher Rolland Morgan charge for services?

Christopher Rolland Morgan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLIO ADVISORS LLC?

ALLIO ADVISORS LLC has approximately 6 employees and manages $235K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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