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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Commack, NY • United States

Commack, NY • United States

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

150 Motor Parkway, Hauppauge, NY 11788 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 08/2017 01/2019
Southern New Hampshire University Manchester NH 09/2015 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melivlle NY 02/2019 03/2021
Bank Of America, N.A. Melville NY 06/2019 03/2021
Morgan Stanley Smith Barney Llc Garden City NY 03/2021 02/2023
Morgan Stanley Private Bank, N.A New York NY 03/2021 02/2023
Fidelity Investments Lake Grove NY 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 01/2019
    Melville, NY
  • 09/2015 → 05/2017
    Southern New Hampshire University
    Manchester, NH
  • 02/2019 → 03/2021
    Melivlle, NY
  • 06/2019 → 03/2021
    Bank Of America, N.A.
    Melville, NY
  • 03/2021 → 02/2023
    Morgan Stanley Smith Barney Llc
    Garden City, NY
  • 03/2021 → 02/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 02/2023 → Present
    Fidelity Investments
    Lake Grove, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-22
S63 Uniform Securities Agent State Law Examination 2018-11-09
  • S66 Uniform Combined State Law Examination
    2019-05-22
  • S63 Uniform Securities Agent State Law Examination
    2018-11-09
Other Names
  • Erin Morrissey
  • Erin Nicole Morrissey

View on SEC IAPD

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