Trustee · Ventum Advisors Corp.
Robert C. Morris
CRD 7877547 · Named on Form ADV at one SEC-registered adviser
At a glance
Ventum Advisors Corp., an SEC-registered wealth manager based in Toronto, Canada with $355,082 in regulatory assets, lists Robert C. Morris on its Form ADV as Trustee, a control person.
Firms and roles
- Ventum Advisors Corp.TrusteeWealth manager · Toronto, Canada · $0M in regulatory assets
AtlasMembers
Robert’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
- Locked
- Control-person status
- 1 firmLocked
- 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
- Mark (. SalernoChief Compliance Officer, Ventum Advisors Corp.
- David F. CussonChief Executive Officer, Ventum Advisors Corp.
- Richard A. ButterworthChief Financial Officer, Ventum Advisors Corp.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.