Desmond E Morrison

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 05/2018
  Capital One
  Landover Hills, MD
• 02/2017 → 07/2017
  Adam Herndon State Farm Agency
  Laurel, MD
• 08/2014 → 05/2018
  University Of Maryland, College Park
  College Park, MD
• 10/2016 → 08/2017
  University Of Maryland, College Park
  College Park, MD
• 06/2018 → 08/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2021 → Present
  Fidelity Investments
  Tysons Corner, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tysons Corner, VA
• 2019-09-05 → 2021-09-20
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-08-20
• S63 Uniform Securities Agent State Law Examination
  2018-07-25

Designations

• Certified Financial Planner

Other Names

• Desmond Eleazar Morrison
• Desmond E Morrison
• Desmond E Morrison
• Desmond Eliezer Morrison
• Desmond Morrison