Gavin Michael Morrissey

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2016 → 12/2025
  Financial Strategy Associates, Inc.
  Needham, MA
• 12/2025 → Present
  Allworth Financial
  Waltham, MA

Previous Registrations

• 2017-08-14 → 2025-12-31
  Fsa Wealth Management, Llc
  Needham, MA
• 2007-03-30 → 2019-08-16
  Commonwealth Financial Network
  San Diego, CA
  Waltham, MA
  San Diego, CA
  Needham, MA
  Needham, MA
  Needham, MA

Other Businesses

Musketaquid Sportsmen's Club - not financial related - sportsmen club treasurer, paying bills and keeping books for the organization - less than an hour per week and not during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-26
• S63 Uniform Securities Agent State Law Examination
  1999-06-24

Other Names

• Gavin Michael Morrissey
• Gavin Morrissey