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William David Morrison

Highland Investment Advisors LLC

Ponte Vedra, FL

Brookfield, WI

CRD 6192032

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Employer firm

Highland Investment Advisors LLC CRD 141694

$368M regulatory AUM 65 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Highland Investment Advisors Llc

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-05-08
  • WI RA
    APPROVED
    Since 2024-05-08

Branch Locations

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

175 Patrick Blvd. Suite 120, Brookfield, WI 53045 • 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
Highland Investment Advisors Milwaukee WI 05/2013 Present
  • 05/2013 → Present
    Highland Investment Advisors
    Milwaukee, WI
Previous Registrations
  • 2015-01-13 → 2020-12-31
    Fund Management Corp.
    Mequon, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-29
  • S65 Uniform Investment Adviser Law Examination
    2012-06-29

View on SEC IAPD

Nearby Firms

MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Nearby Investors

ADAM SEAN DRAKE
ROBERT TERRENCE DIGNAN
Mark Monroe Whitman

Nearby Offices

MML INVESTORS SERVICES, LLC · Ponte Vedra, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra, FL
EDWARD JONES · Ponte Vedra, FL

More in Ponte Vedra, FL

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