Terry Lee Morris
Investment Adviser Representative at Dakota Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Terry Lee Morris is an investment adviser representative with Dakota Wealth, LLC in Reading, PA, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with Lindenwold Advisors Inc. They have passed the Series 50 (municipal advisor representative) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
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.
- Truist Financial CorpNov 2019 – Jun 2020Wyomissing, PA
- Lindenwold Advisors Inc.Jul 2020 – no end date reportedReading, PA
- Dakota Wealth, LLCDec 2025 – no end date reportedReading, PA
- Branch Banking and Trust CompanyApr 2016 – Nov 2019Wyomissing, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Dakota Wealth, LLC
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
- Estimated blended rate
- 0.02
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
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 61
- Offices listed on AdvisorFinder:
- 17
- Main office:
- Palm Beach Gardens, FL
- SEC file number:
- 801-114097
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 11, 2026
View full firm profileOther advisors at Dakota Wealth, LLC
Showing 12 of 61 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Lee Morris 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.
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