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Ross Austin Morrow

Quotient Wealth Partners, LLC

Dallas, TX

CRD 5288030

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Employer firm

Quotient Wealth Partners, LLC CRD 326819

$4.61B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Quotient Wealth Partners, Llc

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-11
  • TX RA
    APPROVED
    Since 2026-08-11

Branch Locations

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Dallas TX 01/2008 06/2017
Howard Financial Services, Ltd Dallas TX 07/2017 08/2026
Quotient Wealth Partners, Llc Dallas TX 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-10
S63 Uniform Securities Agent State Law Examination 2007-04-20
  • S65 Uniform Investment Adviser Law Examination
    2009-12-10
  • S63 Uniform Securities Agent State Law Examination
    2007-04-20
Other Names
  • Ross Morrow

View on SEC IAPD

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