Alfred Morrison has been Partner of Asset Strategy Consultants since July 1992, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Asset Strategy Consultants LLC is a Hunt Valley, MD firm with $5.16B under management, 48 clients and 11 advisers in one office, as of its June 2026 filing.
- – · 15 yearsHunt Valley, MD · Adviser representative · Firm CRD 110800
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 1992 |
| Series 22 | Direct Participation Programs Representative Examination | 20 July 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Alfred James Morrison
- CRD
- 1361862
- Firm
- Asset Strategy Consultants · CRD 110800
- Role
- Partner
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Alfred Morrison work?
Alfred Morrison has been Partner of Asset Strategy Consultants LLC since July 1992.
Does Alfred Morrison have a current investment-adviser registration?
Alfred Morrison has no current investment-adviser or broker registration.
What exams has Alfred Morrison passed?
Alfred Morrison has passed 2 licensing exams: the Series 22 and Series 65. The earliest, the Series 22, was passed in July 1983.
Where was Alfred Morrison previously registered as an investment adviser?
Alfred Morrison has past investment-adviser registrations through Asset Strategy Consultants LLC, July 2010 to May 2026, across 1 firm.
Is Alfred Morrison registered with FINRA?
No. Alfred Morrison has no current broker registration.
How can I verify Alfred Morrison’s record?
Search CRD 1361862 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alfred Morrison’s full registration record.
