RM
RM

Rachelle Morris

15 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

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Location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rachelle is a Managing Director in the GP of RevRoad Capital Partners LLC and RevRoad Capital Fund, a venture capital fund, since 2022, dedicating about a quarter of her time. Since 2023, she is also an Investment Adviser Representative with The Norden Group, spending about a quarter of her time.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Townsquare Capital, LLC
July 2022 - June 2023 · 11 mos
Crestone Asset Management LLC
October 2021 - May 2022 · 7 mos
J.P. Morgan Securities LLCBroker
November 2018 - September 2021 · 2 yrs 10 mos
Goldman Sachs & CO. LLCBroker
December 2009 - October 2018 · 8 yrs 10 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.