Investment adviser representative · High Pines Wealth Management LLC
Raymond K. Morris
CRD 5737357 · Duxbury, MA
At a glance
Raymond K. Morris is an investment adviser representative with High Pines Wealth Management LLC in Duxbury, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Raymond’s SEC record dates to 2010, about 16 years ago.
Current advisory firm
- High Pines Wealth Management LLCSince June 2018Duxbury, MA · $184M in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Raymond’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
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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.