Charles Edward Morrison

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2013 → 08/2018
  Wells Fargo Bank, Na
  Philadelphia, PA
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
• 08/2018 → 06/2023
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2018 → 06/2023
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 06/2023 → 11/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reeston, VA
• 06/2023 → 11/2024
  Bank Of America, N.A.
  Reeston, VA
• 11/2024 → Present
  Wells Fargo Clearing Services, Llc.
  Mclean, VA

Previous Registrations

• 2023-06-05 → 2024-11-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA
• 2018-08-17 → 2023-06-13
  Truist Advisory Services, Inc.
  Vienna, VA
  Mclean, VA
  Mclean, VA
• 2015-12-03 → 2018-08-07
  Wells Fargo Clearing Services, Llc
  Wyncote, PA
  Wayne, PA
  Oakton, VA
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2015-12-03
• S63 Uniform Securities Agent State Law Examination
  2009-11-25

Other Names

• Charles E Morrison
• Charles Edward Morrison
• Charles Edward Morrison