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Zachary Morris

Strategic Advisers LLC

Mentor, OH

CRD 7123924

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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
OH RA APPROVED 2025-07-14
TX RA APPROVED 2025-07-09
  • OH RA
    APPROVED
    Since 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-09

Branch Locations

Mentor, OH • 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
New York Life Insurance Company Cleveland OH 06/2021 12/2022
Park Place Technologies Mayfield Heights OH 12/2020 04/2021
Fridge And Pantry Oxford OH 08/2020 11/2020
Home Depot Cleveland OH 05/2020 08/2020
Rapid Fired Pizza Oxford OH 01/2020 03/2020
Northwestern Mutual Cleveland OH 06/2019 09/2019
Towne Park Valet Cleveland OH 04/2016 08/2018
Nylife Securities Llc Cleveland OH 08/2022 12/2022
Unemployed Oxford OH 08/2018 06/2019
Unemployed Oxford OH 09/2019 01/2020
Unemployed Oxford OH 03/2020 05/2020
Unemployed Cleveland OH 04/2021 06/2021
Fidelity Investments Covington KY 12/2022 Present
  • 06/2021 → 12/2022
    New York Life Insurance Company
    Cleveland, OH
  • 12/2020 → 04/2021
    Park Place Technologies
    Mayfield Heights, OH
  • 08/2020 → 11/2020
    Fridge And Pantry
    Oxford, OH
  • 05/2020 → 08/2020
    Home Depot
    Cleveland, OH
  • 01/2020 → 03/2020
    Rapid Fired Pizza
    Oxford, OH
  • 06/2019 → 09/2019
    Northwestern Mutual
    Cleveland, OH
  • 04/2016 → 08/2018
    Towne Park Valet
    Cleveland, OH
  • 08/2022 → 12/2022
    Nylife Securities Llc
    Cleveland, OH
  • 08/2018 → 06/2019
    Unemployed
    Oxford, OH
  • 09/2019 → 01/2020
    Unemployed
    Oxford, OH
  • 03/2020 → 05/2020
    Unemployed
    Oxford, OH
  • 04/2021 → 06/2021
    Unemployed
    Cleveland, OH
  • 12/2022 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-01
S63 Uniform Securities Agent State Law Examination 2023-02-27
  • S66 Uniform Combined State Law Examination
    2025-07-01
  • S63 Uniform Securities Agent State Law Examination
    2023-02-27
Other Names
  • Zachary K Morris

View on SEC IAPD

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