Investment adviser representative · Cerity Partners LLC
Patrick B. Morrow
CRD 1771060 · Indianapolis, IN
At a glance
Patrick B. Morrow is an investment adviser representative with Cerity Partners LLC in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 1999, about 27 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Cerity Partners LLCSince October 2024Indianapolis, IN · $162B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Patrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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