Morgan Errola Norris
Investment Adviser Representative at Vanguard Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Morgan Errola Norris is an investment adviser representative with Vanguard Advisers, Inc. in Plano, TX, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 94
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 – Dec 2025Plano, TX
- Standish Management US, LLCOct 2023 – Feb 2024Dallas, TX
- CliftonLarsonAllen, LLPNov 2021 – Jun 2023Dallas, TX
- Trinity Private Equity GroupNov 2020 – Sep 2021Southlake, TX
- Origins Behavioral HealthcareAug 2018 – Aug 2019Dallas, TX
- Hewlett Packard EnterprisesSep 2016 – Dec 2017Frisco, TX
- Baylor UniversityJan 2015 – May 2017Dallas, TX
- Self-EmployedFeb 2020 – Feb 2021Little Elm, TX
- Self-EmployedAug 2019 – Sep 2019Dallas, TX
- Self-EmployedFeb 2020 – Apr 2020Dallas, TX
- Self-EmployedAug 2018 – Oct 2018Dallas, TX
- Self-EmployedJan 2018 – Apr 2018Dallas, TX
- Self-EmployedNov 2017 – Jun 2024Denton, TX
- Self-EmployedNov 2017 – Oct 2019Dallas, TX
- Self-EmployedMar 2012 – Jul 2024Denton, TX
- Bank of America, N.A.Oct 2024 – Dec 2025Plano, TX
- The Vanguard Group, Inc.Jan 2026 – no end date reportedPlano, TX
- Vanguard Marketing CorporationJan 2026 – no end date reportedPlano, TX
- Vanguard Advisers, Inc,Jan 2026 – no end date reportedPlano, TX
- Signature Etiquette, LLCMar 2023 – no end date reportedDenton, TX
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vanguard Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,379
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Malvern, PA
- SEC file number:
- 801-49601
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Vanguard Advisers, Inc.
Showing 12 of 2,379 in the directory
Similar advisors in Plano, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Morgan Errola Norris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched