Eric Vaughn Morrow

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2018 → 09/2019
  Summit Brokerage Services Inc.
  Hagerstown, MD
• 07/2018 → 08/2020
  Summit Financial Group Inc.
  Hagerstown, MD
• 09/2019 → 08/2020
  Cetera Advisor Networks Llc
  Hagerstown, MD
• 09/2020 → 03/2022
  Unemployed
  Hagerstown, MD
• 04/2022 → 03/2025
  Cuso Financial Services, Lp
  San Dieg, CA
• 03/2025 → Present
  Ameriprise Financial Services, Llc
  Waynesboro, PA
• 01/2007 → 07/2018
  M&T Securities
  Hagerstown, MD

Previous Registrations

• 2022-04-18 → 2025-03-10
  Cuso Financial Services, L.P.
  Wayneboro, PA
  Chambersburg, PA
• 2018-07-20 → 2020-08-24
  Summit Financial Group Inc
  Hagerstown, MD
• 2011-04-20 → 2018-08-01
  M&T Securities, Inc.
  Boonsboro, MD
  Hagerstown, MD
  Hagerstown, MD
  Frederick, MD
  Annapolis, MD
  Hagerstown, MD
  Hagerstown, MD
  Leesburg, VA
  Oakland, MD
  Oakland, MD
  Cumberland, MD
  Hagerstown, MD
  Williamsport, MD
  Hagerstown, MD

Exams

• S66 Uniform Combined State Law Examination
  2011-04-19

Other Names

• Eric V. Morrow
• Eric Morrow