Brian Patrick Morris

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:

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

Current Employers

Employment History

• 01/2016 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2016 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2012-07-31 → 2014-09-24
  Equitable Advisors, Llc
  Woodbridge, NJ
  Los Angeles, CA
• 2011-06-03 → 2012-06-12
  Alliancebernstein L.P.
  New York, NY
• 2011-05-30 → 2011-06-07
  Equitable Advisors, Llc
  Woodbridge, NJ

Other Businesses

2009-PRESENT, OWNER, B.MO CLOTHING COMPANY, 33 MATTAWANG DRIVE, SOMERSET, NJ 08873, NON-INVESTMENT RELATED, 10 HRS/MONTH; Member of LLC/Flipping Houses, Hickory Development LLC, 2 Goodwill Place, Metuchen, NJ 08840 Start Date: 5/28/2024, 1 HRS PER MO, Not Investment Related; Outside insurance appointments; Clear Plan LLC, Start Date: 7/1/2026, Member of a LLC, Established for group benefits outside of Equitable Network to be used for communications, via email to carriers and business owners in order to conduct and place group health, dental, vision insurance, PO Box 10188 PMB 14001 Newark, NJ 07101, The other member, Andrew Fiebert, is not an equitable client, 4 HRS PER MO, Investment Related;

Exams

• S66 Uniform Combined State Law Examination
  2011-05-27

Other Names

• Brian Morris