Role at Savant Capital
- Title on Schedule A
- Chief Experience Officer
- Control
- Robert Morrison is a control person of Savant Capital.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Robert Morrison has held the filed role since August 2024.
The firm
Form ADV filed 30 July 2026
Career on record
Robert Morrison has been registered through Savant Capital since February 2020, and before that through Huber Financial Group, Ltd..
- Savant Wealth ManagementCurrent– present · 7 yearsLincolnshire, IL · Adviser representative · Firm CRD 107271
- Huber Financial– · 7 yearsLincolnshire, IL · Adviser representative · Firm CRD 153747
- Huber Financial Group, Ltd.– · 7 yearsLincolnshire, IL · Adviser representative · Firm CRD 106331
- Passed Series 7 and Series 66 · 2000
Registrations and exams
Robert Morrison has a current investment-adviser registration in Illinois and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Illinois | Investment adviser representative | Approved | 20 February 2020 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 December 2000 |
| Series 7 | General Securities Representative Examination | 6 November 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Robert Earl Morrison
- CRD
- 4268925
- Registration status
- Investment adviser registration
- Office
- 475 HALF DAY RD STE 210, Lincolnshire, IL 60069
- Firm bio
- savantwealth.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Robert Morrison serves as Savant’s chief experience officer and focuses on its client experience and service offerings. Official firm biography
Education
- Bachelor’s degree in business with a minor in communications, DePaul University.Official firm biography
Common questions
Where does Robert Morrison work?
Robert Morrison has been Chief Experience Officer of Savant Capital, LLC since August 2024, and is a control person of the firm.
Is Robert Morrison a financial advisor?
Yes. Robert Morrison has a current investment-adviser registration in Illinois, through Savant Capital since February 2020, as of 17 October 2026.
How many years of experience does Robert Morrison have?
Robert Morrison has worked in the financial industry for 20 years as of 17 October 2026, counted from 30 March 2006, across 3 adviser firms.
What exams has Robert Morrison passed?
Robert Morrison has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2000.
Where did Robert Morrison work before Savant Capital?
Before Savant Capital, Robert Morrison was registered through Huber Financial Group, Ltd., March 2006 to September 2013.
Where is Robert Morrison based?
Robert Morrison’s registered office is in Lincolnshire, IL.
Leadership at Savant Capital
- Brent BrodeskiFounder & Chief Executive Officer
- Ahmed HassaneinChief Financial Officer
- Padmanabhan PerumalChief Operating Officer
- Margaret BaerChief Compliance Officer
- Lavonne BrownChief Marketing & Communications Officer
- Kevin HrdlickaHead of Wealth
- Charles IveyChief Investment Officer
- Patrick LawlorHead of Mergers and Acquisitions