Graham Robert Morris

Employer firm

Fiduciary Organization, LLC CRD 325661

$14.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2016 → 01/2017
  International Paper
  Georgetown, SC
• 01/2017 → Present
  Mitsubishi Chemical Group
  Greer, SC
• 03/2021 → 10/2022
  Woodmark Wealth Management, Llc
  Greenville, SC
• 09/2022 → 04/2023
  Oneascent Financial Services, Llc
  Greenville, SC
• 05/2023 → Present
  Fiduciary Organization, Llc.
  Greenville, SC
• 03/2023 → Present
  Fiduciary Organization, Llc
  Greenville, SC

Previous Registrations

• 2022-09-23 → 2023-04-21
  Oneascent Financial Services Llc
  Greenville, SC
  Birmingham, AL
• 2021-03-22 → 2022-10-05
  Woodmark Wealth Management, Llc
  Greenville, SC

Other Businesses

Graham Morris is a Business Analyst at Mitsubishi Chemical Group where he oversees financial reporting. This activity accounts for up to 17 hours per week during trading hours, is not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-22

Other Names

• Morris Robert Graham