Best Investors Account Sign in

Cadence Leigh Morgan

Strategic Advisers LLC

Paoli, PA

Exton, PA

King Of Prussia, PA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Paoli, PA • United States

300 Main Street, Exton, PA 19341-3707 • United States

600 W Dekalb Pike Ste 110, King Of Prussia, PA 19406 • 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
The Vanguard Group, Inc. Malvern PA 06/2019 03/2021
Wiggins Property Management West Chester PA 03/2019 07/2019
Kelly Industrial Supply West Chester PA 08/2018 03/2019
Go Green Lawn Services West Chester PA 07/2017 08/2018
Pj Whelihans Malvern PA 03/2017 06/2018
Balfour Beatty Malvern PA 01/2016 01/2017
Grace Shores Sober Living Cost Mesa CA 01/2015 12/2016
Unemployed Malvern PA 01/2017 07/2017
Delaware County Community College Exton PA 08/2017 01/2019
Self Employed San Francisco CA 09/2020 03/2021
Fidelity Investments Merrimack NH 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 03/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 03/2019 → 07/2019
    Wiggins Property Management
    West Chester, PA
  • 08/2018 → 03/2019
    Kelly Industrial Supply
    West Chester, PA
  • 07/2017 → 08/2018
    Go Green Lawn Services
    West Chester, PA
  • 03/2017 → 06/2018
    Pj Whelihans
    Malvern, PA
  • 01/2016 → 01/2017
    Balfour Beatty
    Malvern, PA
  • 01/2015 → 12/2016
    Grace Shores Sober Living
    Cost Mesa, CA
  • 01/2017 → 07/2017
    Unemployed
    Malvern, PA
  • 08/2017 → 01/2019
    Delaware County Community College
    Exton, PA
  • 09/2020 → 03/2021
    Self Employed
    San Francisco, CA
  • 03/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paoli, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-14
S63 Uniform Securities Agent State Law Examination 2019-08-02
  • S66 Uniform Combined State Law Examination
    2021-07-14
  • S63 Uniform Securities Agent State Law Examination
    2019-08-02
Other Names
  • Cadence Morgan

View on SEC IAPD

More in Paoli, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor