Peter James Morris

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 04/2013 → 05/2018
  Park Avenue Securities
  Andover, MA
• 04/2013 → 05/2018
  Guardian Life Insurance Company
  Andover, MA
• 02/2020 → Present
  Cambridge Investment Research
  Fairfield, IA
• 02/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2018 → 02/2020
  Park Avenue Securities
  North Andover, MA
• 05/2018 → 02/2020
  Guardian Life Insurance Company
  North Andover, MA

Previous Registrations

• 2010-01-20 → 2020-03-26
  Park Avenue Securities Llc
  Wakefield, MA
  North Andover, MA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 02/19/20/. 2) PETER MORRIS, C/O ANDOVER WEALTH WISE, 80 Summer Street, Andover MA 01810, United States, Owner, Insurance/Benefits/Human Resources , 08/01/11, INV REL, 20HR/MO- 20/TRADING 3) BUCKS HARBOR YACHT CLUB, STEAMBOAT WHARF ROAD, BROOKSVILLE, ME, BOARD MEMBER OF A NON-PUBLIC ENTITY, 09/01/15, OFFICE, 8/MO- 0/TRADING 4) ANDOVER WEALTH WISE, 3 Dundee Park, Ste. 202A, ANDOVER, MA, COLLEGE FUNDING COUNSELING, OWNER, 02/17/20, INV REL, 4HR/MO- 4HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2009-12-03