Raymond Morris has been an investment adviser representative at High Pines Wealth Management since June 2018, and is not listed among the firm’s executive officers or direct owners. Raymond Morris holds a BA from the University of Oregon and a Postgraduate degree in Accounting and Finance from London School of Economics.
High Pines Wealth Management LLC is a Duxbury, MA firm with $184M under management, 163 clients and 2 advisers in one office, as of its March 2026 filing.
Ray Morris is Director of Portfolio Management and Operations of High Pines Wealth Management. His responsibilities include fundamental research, relationship management, and operations. Before joining High Pines, he was an associate with Fidelity Management & Research Company (FMR), providing research support to fundamental teams covering small cap and technology stocks.
Raymond Morris’ longest registration is the current one, 8 years at High Pines Wealth Management since 2018. Before joining High Pines Wealth Management in 2018, Raymond Morris was registered through Strategic Advisers, Inc. and Waddell & Reed, Inc.
- – present · 8 yearsDuxbury, MA · Adviser representative · Firm CRD 285191
- Strategic Advisers, Inc.– · 4 yearsBoston, MA · Adviser representative · Firm CRD 104555
- Waddell & Reed, Inc.– · under a yearSan Mateo, CA · Adviser representative · Firm CRD 866
Professional designations
Listed by High Pines Wealth Management
- CFA
Investment adviser representative registrations
Raymond Morris is registered as an investment adviser representative in Massachusetts, since June 2018.
- MassachusettsSince 13 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 March 2010 |
| Series 7 | General Securities Representative Examination | 26 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Raymond Kevin Morris
- CRD
- 5737357
- Firm
- High Pines Wealth Management · CRD 285191
- Office
- 40 TREMONT STREET, SUITE 62, Duxbury, MA 02332
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- highpineswealth.com
Where does Raymond Morris work?
Raymond Morris is an investment adviser representative registered through High Pines Wealth Management LLC since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Raymond Morris a financial advisor?
Yes. Raymond Morris has a current investment-adviser registration in Massachusetts, through High Pines Wealth Management since June 2018.
How many years of experience does Raymond Morris have?
Raymond Morris has 13 years in the financial industry, since April 2013, across 3 adviser firms.
What exams has Raymond Morris passed?
Raymond Morris has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2010. FINRA credited Raymond Morris with the SIE, which began in October 2018.
Where did Raymond Morris work before High Pines Wealth Management?
Before High Pines Wealth Management, Raymond Morris was registered through Strategic Advisers, Inc., December 2011 to August 2016; Waddell & Reed, Inc., March 2010 to September 2010.
Where is Raymond Morris based?
Raymond Morris’ registered office is in Duxbury, MA.
Is Raymond Morris registered with FINRA?
No. Raymond Morris has no current broker registration.
Is Raymond Morris a CFA charterholder?
High Pines Wealth Management lists Raymond Morris with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Raymond Morris’ record?
Search CRD 5737357 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Raymond Morris’ full registration record.