Alfred Gregory Morris

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Midlothian, VA • United States

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • 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

Organization	City	State	From	To
Unemployed	Durham	NC	05/2017	11/2017
Headfirst Companies	Washington	DC	11/2017	09/2019
Agm Equestiran Llc	Ash Flat	AR	09/2019	02/2020
Duke University	Durham	NC	08/2016	05/2017
Fidelity Investments	Bethesda	MD	02/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2017 → 11/2017

Unemployed

Durham, NC
11/2017 → 09/2019

Headfirst Companies

Washington, DC
09/2019 → 02/2020

Agm Equestiran Llc

Ash Flat, AR
08/2016 → 05/2017

Duke University

Durham, NC
02/2020 → Present

Fidelity Investments

Bethesda, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bethesda, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-24

S66 Uniform Combined State Law Examination

2020-08-24

View on SEC IAPD

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