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Morgan Taylor Romero

Strategic Advisers LLC

Bethesda, MD

Arlington, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Arlington, VA • 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
Cc Pace Fairfax VA 01/2020 05/2020
Anthropologie Charlottesville VA 08/2017 05/2020
Athleta Washington D.C. DC 07/2017 09/2017
Unemployed Arlington VA 01/2010 07/2017
Fidelity Investments Bethesda MD 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 05/2020
    Cc Pace
    Fairfax, VA
  • 08/2017 → 05/2020
    Anthropologie
    Charlottesville, VA
  • 07/2017 → 09/2017
    Athleta
    Washington D.C., DC
  • 01/2010 → 07/2017
    Unemployed
    Arlington, VA
  • 06/2020 → Present
    Fidelity Investments
    Bethesda, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-17
  • S66 Uniform Combined State Law Examination
    2021-02-17

View on SEC IAPD

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