Founder/managing Partner/chief Compliance Officer · Paces Ferry Wealth Advisors, LLC
Zachary A. Morris
CRD 5939621 · Named on Form ADV at one SEC-registered adviser
At a glance
Paces Ferry Wealth Advisors, LLC, an SEC-registered wealth manager based in Atlanta, GA with $491 million in regulatory assets, lists Zachary A. Morris on its Form ADV as Founder/managing Partner/chief Compliance Officer, a control person.
Firms and roles
- Paces Ferry Wealth Advisors, LLCFounder/managing Partner/chief Compliance OfficerWealth manager · Atlanta, GA · $491M in regulatory assets
AtlasMembers
Zachary’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- 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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.