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Chief Executive Officer / Chief Investment Officer · Wealhouse Capital Limited Partnership

Scott A. Morrison

CRD 6614218 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealhouse Capital Limited Partnership, an SEC-registered wealth manager based in Toronto, Ontario, Canada with $1.6 billion in regulatory assets, lists Scott A. Morrison on its Form ADV as Chief Executive Officer / Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Scott’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Lydia S. ChingChief Compliance Officer / Chief Operating Officer, Wealhouse Capital Limited Partnership
  • Thomas A. MooreSVP Client Operations, Wealhouse Capital Limited Partnership

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