Shawn Trahill Morris

CRD 2842850 · Captrust · Boeme, TX

IA Registered

Also appears in the source record as: Shawn T H Trahill Morris

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Expanded
Investment adviser registration: Active
Exams passed (5): Series 66Series 63Series 10Series 9Series 7
Registered states (1): Texas
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2842850 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (7)

From the source registration record · current first

CaptrustCurrent
Boeme, TX · IA capacity

Oct 11, 2021 → present
Covenant
IA capacity

Jun 10, 2019 → Nov 24, 2021
Eggerss Capital Management
IA capacity

Feb 24, 2014 → Dec 20, 2019
Charles Schwab & Co., Inc.
BD capacity

Aug 24, 1998 → Feb 28, 2014
Charles Schwab & Co., Inc.
IA capacity

Jul 27, 1998 → Feb 28, 2014
Olde Discount Corporation
BD capacity

Jun 17, 1997 → Aug 4, 1998
Eisner Securities, Inc.
BD capacity

Mar 12, 1997 → Jun 12, 1997

Source & corrections

Where this page comes from

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