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Edward F. Morgan

Strategic Advisers LLC

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Boston, MA • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2020 10/2020
Go To Guys Amherst NH 04/2017 08/2019
Kelly Ayotte 2016 Us Senatorial Campaign Manchester NH 05/2016 09/2016
Juliana Bergeron Keene NH 10/2020 06/2021
Northwestern Mutual Investment Services Llc Keene NH 05/2021 06/2021
4Leaf Lacrosse Club Manchester NH 06/2019 08/2020
Student Amherst NH 09/2009 05/2021
Fidelity Investments Merrimack NH 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 10/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2017 → 08/2019
    Go To Guys
    Amherst, NH
  • 05/2016 → 09/2016
    Kelly Ayotte 2016 Us Senatorial Campaign
    Manchester, NH
  • 10/2020 → 06/2021
    Juliana Bergeron
    Keene, NH
  • 05/2021 → 06/2021
    Northwestern Mutual Investment Services Llc
    Keene, NH
  • 06/2019 → 08/2020
    4Leaf Lacrosse Club
    Manchester, NH
  • 09/2009 → 05/2021
    Student
    Amherst, NH
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
S63 Uniform Securities Agent State Law Examination 2021-11-30
  • S66 Uniform Combined State Law Examination
    2024-01-26
  • S63 Uniform Securities Agent State Law Examination
    2021-11-30
Other Names
  • Edward Finley Morgan
  • Finley Morgan
  • Edward Morgan

View on SEC IAPD

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