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Shuron Morton

Investment Adviser Representative at UNITED BROKERAGE SERVICES INC

Washington, DCCRD #3075734Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
6 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Shuron Morton has worked in the securities industry since 2002. They are registered to provide investment advisory services in California, District of Columbia, Georgia, Maryland, Virginia, and West Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
CaliforniaDistrict of ColumbiaGeorgiaMarylandVirginiaWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/14/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 7/3/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/3/1999
Series 24
General Securities Principal Examination
Passed 5/6/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

United Brokerage Services Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

UNITED BROKERAGE SERVICES INCCurrent
7/25/2024Washington, DC
PNC INVESTMENTS
5/23/20186/28/2024Baltimore, MD
CAPITAL ONE ADVISORS, LLC
6/23/20154/23/2018Mclean, VA
MORGAN STANLEY
8/16/20135/18/2015Columbia, MD
PNC INVESTMENTS
11/6/20128/7/2013Baltimore, MD
PNC INVESTMENTS
6/25/20107/5/2012Baltimore, MD
WACHOVIA SECURITIES, LLC
7/19/20053/31/2009Baltimore, MD

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shuron Morton 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.

Shuron Morton - Financial Advisor in Washington, DC | AdvisorFinder