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Robert Parker Morris

Equitable Advisors, LLC

Austin, TX

CRD 7140109

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-22
  • TX RA
    APPROVED
    Since 2020-12-22

Branch Locations

Austin, TX • 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
Axa Advisors, Llc New York NY 06/2019 06/2020
University Of Texas Austin TX 08/2015 05/2019
Uber Austin TX 08/2018 Present
River Networks Austin TX 02/2018 05/2019
The Weitzman Group Austin TX 02/2017 03/2018
Plucker's Wing Bar Austin TX 02/2016 02/2017
Equitable Advisors, Llc New York NY 06/2019 Present
Equitable Austin TX 10/2022 Present
  • 06/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2015 → 05/2019
    University Of Texas
    Austin, TX
  • 08/2018 → Present
    Uber
    Austin, TX
  • 02/2018 → 05/2019
    River Networks
    Austin, TX
  • 02/2017 → 03/2018
    The Weitzman Group
    Austin, TX
  • 02/2016 → 02/2017
    Plucker's Wing Bar
    Austin, TX
  • 06/2019 → Present
    New York, NY
  • 10/2022 → Present
    Equitable
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-19
S63 Uniform Securities Agent State Law Examination 2019-05-04
  • S66 Uniform Combined State Law Examination
    2020-12-19
  • S63 Uniform Securities Agent State Law Examination
    2019-05-04
Other Names
  • Parker Morris
  • Robert Parker Morris

View on SEC IAPD

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