Andrew Lee Morris

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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

• 11/2020 → 02/2021
  Pfs Investments Inc.
  Stafford, TX
• 08/2020 → 02/2021
  Primerica Financial Services
  Stafford, TX
• 09/2019 → 06/2020
  Ensafe Inc
  Houston, TX
• 06/2019 → 08/2019
  Unemployed
  Missouri City, TX
• 07/2018 → 05/2019
  Pattern Energy
  Houston, TX
• 01/2018 → 06/2018
  Unemployed
  Missouri City, TX
• 03/2015 → 01/2018
  Pentair, Inc.
  Houston, TX
• 03/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Sugar Land, TX

Previous Registrations

• 2021-12-03 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  Sugar Land, TX

Other Businesses

1)Consolidated Planning Group,Inc;investment related;19901 Southwest Freeway,Sugar Land,TX 77479;insuance and financial planning;general agent;3/2021;160 hrs/month;6.5 hrs during trading;market,service and sell fixed insurance based products 2)Consolidated Planning Group;investment related;19901 Southwest Freeway,Sugar Land,TX 77479;special needs planning and consulting;consultant on special needs matters;2/2021;10 hrs/month;1 hr during trading;consulting and providing advocacy services for special needs families 3)Consolidated Planning Group,Inc;not investment related;19901 Southwest Freeway,Sugar Land,TX 77479;presenter;2/2021;2 hrs/month;less than 1 hr during trading;hosting seminars on non securities related topics 4)Consolidated Planning Group,Inc;investment related;19901 Soutwest Freeway,Sugar Land,TX 77479;variable insurance and annuity sales;licensed admin;3/2021;100 hrs/month;6 hrs during trading;accompany advisor on calls to get better knowledge of products 5)Sport Suits Brewing Company,LLC;not investment related;10303 Chapel Ct,Missouri City, TX 77459;brewery and taproom;owner,head brewer;5/2/2019;13 hrs/month;0 hrs during trading;brewing,maintenance,advertising,business development

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-22
• S63 Uniform Securities Agent State Law Examination
  2020-12-21

Other Names

• Andrew Lee Morris
• Andrew Morris