Partner · Asset Strategy Consultants LLC
Alfred J. Morrison
CRD 1361862 · Named on Form ADV at one SEC-registered adviser
At a glance
Asset Strategy Consultants LLC, an SEC-registered asset manager based in Hunt Valley, MD with $5.2 billion in regulatory assets, lists Alfred J. Morrison on its Form ADV as Partner.
Firms and roles
- Asset Strategy Consultants LLCPartnerAsset manager · Hunt Valley, MD · $5.2B in regulatory assets
AtlasMembers
Alfred’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (6)
- John F. MeehanPartner and Chief Compliance Officer, Asset Strategy Consultants LLC
- Anne B. HernandezPartner & SR. Research Analyst, Asset Strategy Consultants LLC
- Juan M. BuendiaCo-Managing Partner, Director of Client Advisory, Asset Strategy Consultants LLC
- Andrew W. ConnerPartner, Chief Investment Officer, Asset Strategy Consultants LLC
- India G. SuterPartner, Director of Business Development, Asset Strategy Consultants LLC
1 more person named with Alfred on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alfred’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.