DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Carey Bret Morrison
Feed of 09/14/2026
Also filed as Carey B Morrison
At current firm
11 y
since Aug 31, 2015
In the industry
30 y
since Jul 3, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Onedigital institutional currentsince Aug 31, 2015 · Overland Park, Ks
- Tower Wealth Managers formerNov 18, 2011 to Jul 13, 2015 · Kansas City, Mo
- Country Club Financial Services, Inc. formerNov 18, 2011 to Jan 2, 2014 · Prairie Village, Ks
- Blackrock Fund Advisors asset managerSep 16, 2008 to Feb 10, 2011 · San Francisco, Ca
- Lazard Asset Management LLC otherJun 5, 2003 to Aug 28, 2008 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Tower Wealth Managers to Onedigitalleft Jul 13, 2015, registered Aug 31, 2015 (49 days) · Other
- Country Club Financial Services, Inc. to Tower Wealth Managersleft Jan 2, 2014, registered Nov 18, 2011 (-776 days) · Other
- Blackrock Fund Advisors to Country Club Financial Services, Inc.left Feb 10, 2011, registered Nov 18, 2011 (281 days) · Other
- Lazard Asset Management LLC to Blackrock Fund Advisorsleft Aug 28, 2008, registered Sep 16, 2008 (19 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address