Morgan Welch

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-06
OR	RA	APPROVED	2025-05-20

TX RA
APPROVED

Since 2026-01-06
OR RA
APPROVED

Since 2025-05-20

Branch Locations

Keizer, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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

Organization	City	State	From	To
Unemployed	Keizer	OR	06/2024	08/2024
Oregon State Univer	Corvallis	OR	10/2019	06/2021
Fidelity Investments	Tigard	OR	08/2024	Present
Salem Clinic	Salem	OR	01/2016	07/2017
Salem Keizer School District	Salem	OR	08/2018	06/2024
Unemployed	Keizer	OR	07/2017	08/2018

06/2024 → 08/2024

Unemployed

Keizer, OR
10/2019 → 06/2021

Oregon State Univer

Corvallis, OR
08/2024 → Present

Fidelity Investments

Tigard, OR
01/2016 → 07/2017

Salem Clinic

Salem, OR
08/2018 → 06/2024

Salem Keizer School District

Salem, OR
07/2017 → 08/2018

Unemployed

Keizer, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-20

S66 Uniform Combined State Law Examination

2025-02-20

View on SEC IAPD

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