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Stephen Barton Valley

Morris Financial Concepts, Inc.

Mount Pleasant, SC

CRD 3175953

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Employer firm

Morris Financial Concepts, Inc. CRD 114862

$538M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Morris Financial Concepts, Inc.

409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-02-13
  • SC RA
    APPROVED
    Since 2020-02-13

Branch Locations

409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318 • 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
Morris Financial Concepts, Inc. Mount Pleasant SC 01/2020 Present
Comprehensive Counseling Services Roanoke VA 06/2016 12/2019
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Bart Valley

View on SEC IAPD

Nearby Firms

APOLLON WEALTH MANAGEMENT, LLC
APOLLON FINANCIAL, LLC
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER

Nearby Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC

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