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Raymond Kevin Morris

High Pines Wealth Management LLC

Duxbury, MA

CRD 5737357

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Employer firm

High Pines Wealth Management LLC CRD 285191

$184M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
High Pines Wealth Management Llc

40 Tremont Street Suite 62, Duxbury, MA 02332 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-06-13
  • MA RA
    APPROVED
    Since 2018-06-13

Branch Locations

40 Tremont Street Suite 62, Duxbury, MA 02332 • 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
Fidelity Investments, Inc. Campbell CA 09/2010 05/2018
High Pines Wealth Management Llc Duxbury MA 06/2018 Present
Previous Registrations
  • 2011-12-07 → 2016-08-01
    Strategic Advisers Llc
    Boston, MA
    Campbell, CA
  • 2010-03-22 → 2010-09-16
    Waddell & Reed
    San Mateo, CA
Other Businesses

Licensed insurance professional; same address; less than 10% of time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-19
  • S66 Uniform Combined State Law Examination
    2010-03-19
Other Names
  • Raymond Morris

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
C&S ADVISORS, INC.

Nearby Investors

JIM MATTHEW GIBBONS
RICHARD SCOTT WHELPLEY
MICHAEL JOSEPH KELLEY

Nearby Offices

LPL FINANCIAL LLC · DUXBURY, MA
LPL FINANCIAL LLC · DUXBURY, MA
COMMONWEALTH FINANCIAL NETWORK · Duxbury, MA

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