Nicholas Craig Morrison

Employer firm

Csenge Advisory Group, LLC CRD 131167

$3.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ASSET ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 05/2025
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 07/2018 → 05/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → Present
  Csenge Advisory Group
  Clearwater, FL
• 05/2025 → Present
  Morrison Wealth Advisors
  Raleigh, NC

Previous Registrations

• 2025-03-31 → 2025-05-06
  Strategic Advisers Llc
  Raleigh, NC
  Raleigh, NC
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Raleigh, NC
  Raleigh, NC
• 2012-03-08 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2012-03-06
• S63 Uniform Securities Agent State Law Examination
  2011-08-17

Designations

• Certified Financial Planner