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Michelle J Morris

Brio Financial Planning

Prescott, AZ

CRD 6012194

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Employer firm

Brio Financial Planning CRD 159180

$43.4M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION

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

Current Employers
Brio Financial Planning

646 S. Rancho Vista Drive, Prescott, AZ 86303 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-01-17
  • MA RA
    APPROVED
    Since 2012-01-17

Branch Locations

646 S. Rancho Vista Drive, Prescott, AZ 86303 • 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
Leo J. Hart Iii, Tax Specialist Braintree MA 01/2009 Present
  • 01/2009 → Present
    Leo J. Hart Iii, Tax Specialist
    Braintree, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-03
  • S65 Uniform Investment Adviser Law Examination
    2011-11-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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