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Chief Compliance Officer/managing Member · Sentry, LLC

Joseph M. Morrison

CRD 2001046 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Sentry, LLC, an SEC-registered asset manager based in Memphis, TN with $2.3 billion in regulatory assets, lists Joseph M. Morrison on its Form ADV as Chief Compliance Officer/managing Member, a control person. The SEC filings also name Joseph at 1 other registered adviser.

Firms and roles

  • Sentry, LLCChief Compliance Officer/managing MemberAsset manager · Memphis, TN · $2.3B in regulatory assets
  • 1819 PartnersChief Compliance Officer/memberPrivate fund adviser · Memphis, TN · $207M in regulatory assets

AtlasMembers

Joseph’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.