Trevor T Morris

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 04/2018
  Fisher Investments
  Camas, WA
• 04/2018 → Present
  Fisher Investments
  Plano, TX

Other Businesses

the name of the other business; MorrisFam LLC whether the business is investment-related; No the address of the other business; 1700 Van Landingham Dr. Mckinney, TX 75071 the nature of the other business; Transportation including airport shuttles and events. your position; Bookkeeper title, or relationship with the other business; Owner the start date of your relationship; 05/01/2025 the approximate number of hours/month you devote to the other business; 40 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Financing the startup cost and maintaining the finances of the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-14
• S63 Uniform Securities Agent State Law Examination
  1998-02-11