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Rebecca Thurston Stanton Morris

Strategic Advisers LLC

Vancouver, WA

Portland, OR

Vancouver, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States

Portland, OR • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Portland OR 09/2011 01/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2020
Empirical Wealth Management Portland OR 01/2020 06/2020
Fidelity Brokerage Services Tigard OR 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → 01/2020
    Fidelity Investments
    Portland, OR
  • 07/2018 → 01/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2020 → 06/2020
    Empirical Wealth Management
    Portland, OR
  • 07/2020 → Present
    Fidelity Brokerage Services
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
    Vancouver, WA
    Portland, OR
    Vancouver, WA
  • 2020-01-14 → 2020-07-01
    Empirical Wealth Management
    Seattle, WA
    Portland, OR
  • 2018-07-13 → 2020-01-30
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2012-06-11 → 2018-07-13
    Strategic Advisers Llc
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-20
  • S66 Uniform Combined State Law Examination
    2012-05-20
Designations
Other Names
  • Rebecca Stanton
  • Rebecca Thurston Stanton
  • Rebecca Thurston Morris
  • Rebecca Morris

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
COLUMBIA RIVER FINANCIAL GROUP
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.

Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

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