Bradley Morris has been an investment adviser representative at PCG Wealth Advisors since January 2018, and is not listed among the firm’s executive officers or direct owners. Bradley Morris holds a Bachelor's degree in Finance from Northern Illinois University.
PCG Wealth Advisors, LLC is an Overland Park, KS firm with $931M under management, 1,959 clients and 24 advisers across 7 offices, as of its June 2026 filing.
Bradley S. Morris is Wealth Advisor of PCG Wealth Advisors. He works with small businesses to implement retirement plans and with individuals on comprehensive financial planning toward financial independence.
Bradley Morris’ longest registration was 11 years at Waddell & Reed (2006–2017). Before joining PCG Wealth Advisors in 2018, Bradley Morris was registered through Good Life Advisors, LLC and Waddell & Reed.
- PCG Wealth ManagementCurrent– present · 8 yearsOak Brook, IL · Adviser representative · Firm CRD 290977
- Good Life Advisors, LLC– · under a yearWestchester, IL · Adviser representative · Firm CRD 171898
- Waddell & Reed– · 11 yearsOak Brook, IL · Adviser representative · Firm CRD 866
- Waddell & Reed, Inc.– · 3 yearsOak Brook, IL · Adviser representative · Firm CRD 866
Professional designations
Listed by PCG Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bradley Morris is registered as an investment adviser representative in Illinois, since January 2018.
- IllinoisSince 9 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 28 December 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 May 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bradley Sheldon Morris
- CRD
- 4515804
- Firm
- PCG Wealth Advisors · CRD 290977
- Office
- 1415 West 22nd Street, Tower Floor, Oak Brook, IL 60523
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pcgstrategies.com
Where does Bradley Morris work?
Bradley Morris is an investment adviser representative registered through PCG Wealth Advisors, LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Bradley Morris a financial advisor?
Yes. Bradley Morris has a current investment-adviser registration in Illinois, through PCG Wealth Advisors since January 2018.
How many years of experience does Bradley Morris have?
Bradley Morris has 23 years in the financial industry, since November 2002, across 3 adviser firms.
What exams has Bradley Morris passed?
Bradley Morris has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in May 2002. FINRA credited Bradley Morris with the SIE, which began in October 2018.
Where did Bradley Morris work before PCG Wealth Advisors?
Before PCG Wealth Advisors, Bradley Morris was registered through Good Life Advisors, LLC, December 2017 to January 2018; Waddell & Reed, May 2006 to December 2017; Waddell & Reed, Inc., June 2002 to November 2005.
Where is Bradley Morris based?
Bradley Morris’ registered office is in Oak Brook, IL.
Is Bradley Morris registered with FINRA?
Yes. Bradley Morris has a current broker registration, under CRD 4515804.
Source: FINRA BrokerCheck
Is Bradley Morris a CFP?
PCG Wealth Advisors lists Bradley Morris with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bradley Morris’ record?
Search CRD 4515804 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bradley Morris’ full registration record.
