LPL Financial
42yrs
Top advisor by experience in Woodbridge
15yrs
Brian Morris has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Woodbridge, New Jersey. Brian has been with Equitable Advisors since 2016; before that, Brian spent a year at Alliancebernstein. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 103 advisors with offices in Woodbridge, and one of 101 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 61% of advisors at Equitable Advisors
Office90 Woodbridge Center Drive 7th Floor, Woodbridge, NJ 07095
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?2 states
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowEquitable Advisors, LLCCurrent firm
- 2012 – 2014Equitable Advisors, LLCPreviously
- Jun 2011 – Jun 2012Alliancebernstein L.P.Previously
- May 2011 – Jun 2011Equitable Advisors, LLCPreviously
Contact Brian
Local office(732) 326-5200Ask for Brian. (212) 314-4600Main office · New York, NY 90 Woodbridge Center Drive 7th FloorWoodbridge, NJ 07095Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (732) 326-5200 or the Equitable Advisors main office at (212) 314-4600, and ask for Brian Morris.
How long has Brian been a financial advisor?
Brian has been in the industry since 2011, about 15 years. More experience than 61% of advisors at Equitable Advisors.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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