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Morgan Harris

Strategic Advisers LLC

Denver, CO

Denver, CO

CRD 7282898

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Denver, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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
California Polytechnic State University San Luis Obispo CA 09/2016 06/2020
Fidelity Investments Greenwood Village CO 07/2020 Present
International Summer Camp Montana Crans-Montana 06/2018 09/2019
Rocky Mountain Events Denver CO 06/2014 10/2017
Bow Mar Beach Littleton CO 05/2016 09/2017
Instacart Denver CO 04/2020 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 06/2020
    California Polytechnic State University
    San Luis Obispo, CA
  • 07/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2018 → 09/2019
    International Summer Camp Montana
    Crans-Montana
  • 06/2014 → 10/2017
    Rocky Mountain Events
    Denver, CO
  • 05/2016 → 09/2017
    Bow Mar Beach
    Littleton, CO
  • 04/2020 → 07/2020
    Instacart
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-03
S63 Uniform Securities Agent State Law Examination 2020-11-19
  • S66 Uniform Combined State Law Examination
    2022-06-03
  • S63 Uniform Securities Agent State Law Examination
    2020-11-19
Other Names
  • Morgan Scot Harris
  • Morgan Harris

View on SEC IAPD

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