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Nicholas Craig Morrison

Csenge Advisory Group, LLC

Clearwater, FL

Raleigh, NC

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Current Employers
Csenge Advisory Group, Llc

4755 East Bay Drive, Clearwater, FL 33764 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-16
NC RA APPROVED 2025-05-02
TX RA APPROVED 2025-05-02
  • FL RA
    APPROVED
    Since 2025-05-16
  • NC RA
    APPROVED
    Since 2025-05-02
  • TX RA
    APPROVED
    Since 2025-05-02

Branch Locations

4755 East Bay Drive, Clearwater, FL 33764 • United States

Raleigh, NC • 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 Brokerage Services, Llc Jacksonville FL 05/2011 05/2025
Fidelity Personal And Workplace Advisors Boston MA 07/2018 05/2025
Fidelity Investments Boston MA 03/2025 05/2025
Csenge Advisory Group Clearwater FL 05/2025 Present
Morrison Wealth Advisors Raleigh NC 05/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-06
S63 Uniform Securities Agent State Law Examination 2011-08-17
  • S66 Uniform Combined State Law Examination
    2012-03-06
  • S63 Uniform Securities Agent State Law Examination
    2011-08-17
Designations

View on SEC IAPD

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