Zachary B Morris
Investment Adviser Representative at Wellth Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary B. Morris is an investment adviser representative with Wellth Advisory Services, LLC in Providence, RI, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Global Retirement Partners LLC and Kestra Advisory Services, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut, Massachusetts, New Hampshire, and Rhode Island.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut, Massachusetts, New Hampshire, Rhode Island
- Broker:
6 states and territories
California, Connecticut, Massachusetts, New Hampshire, New York, Rhode Island
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 IncorporatedJun 2015 – Jan 2019Lincoln, RI
- Kestra Financial IncJan 2019 – Apr 2019Providence, RI
- LPL Financial, LLCApr 2019 – no end date reportedProvidence, RI
- Global Retirement Partners, LLCApr 2019 – Jun 2024Providence, RI
- Wellth Advisory Services, LLCJun 2024 – no end date reportedProvidence, RI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wellth Advisory Services, 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
- Hourly
- Fixed fee
- $1,000,000 or Under2.00%
- $1,000,001 to $2,000,0001.50%
- Over $2,000,0011.00%
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Providence, RI
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. Zachary B 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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