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Clayton K. Morgan

Strategic Advisers LLC

Glen Allen, VA

Glen Allen, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11114 West Broad St, Glen Allen, VA 23060-5813 • United States

Glen Allen, 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
Capital Ale House Fredericksburg VA 10/2018 06/2019
Red Lobster Fredericksburg VA 09/2018 10/2018
Metro Diner Fredericksburg VA 05/2018 07/2018
University Of Mary Washington Fredericksburg VA 08/2015 05/2019
Axa Advisors, Llc New York NY 03/2019 06/2020
Equitable Advisors, Llc New York NY 03/2019 01/2023
Fidelity Investments Glen Allen VA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → 06/2019
    Capital Ale House
    Fredericksburg, VA
  • 09/2018 → 10/2018
    Red Lobster
    Fredericksburg, VA
  • 05/2018 → 07/2018
    Metro Diner
    Fredericksburg, VA
  • 08/2015 → 05/2019
    University Of Mary Washington
    Fredericksburg, VA
  • 03/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 03/2019 → 01/2023
    Equitable Advisors, Llc
    New York, NY
  • 01/2023 → Present
    Fidelity Investments
    Glen Allen, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
  • 2020-02-07 → 2023-01-12
    Equitable Advisors, Llc
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-20
  • S66 Uniform Combined State Law Examination
    2020-01-20
Designations
Other Names
  • Clayton Kyle Morgan

View on SEC IAPD

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ANNA L CARLSON
JORDAN PETER MISTRETTA

Other Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
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