Austin Morgan

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
MA	RA	APPROVED	2025-11-13
RI	RA	APPROVED	2025-11-06
TX	RA	APPROVED	2025-11-06

MA RA
APPROVED

Since 2025-11-13
RI RA
APPROVED

Since 2025-11-06
TX RA
APPROVED

Since 2025-11-06

Branch Locations

Milford, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
The Hollister Group	Boston	MA	05/2024	08/2024
Fidelity Investments	Smithfield	RI	06/2025	Present
Westfield State University	Westfield	MA	09/2024	05/2025
Westfield State University	Westfield	MA	09/2021	09/2022
Westfield State University	Westfield	MA	09/2022	12/2023
Westfield State University	Westfield	MA	08/2023	05/2024
Milford Public School	Milford	MA	06/2015	05/2021
Tj Maxx	Milford	MA	05/2021	08/2021

05/2024 → 08/2024

The Hollister Group

Boston, MA
06/2025 → Present

Fidelity Investments

Smithfield, RI
09/2024 → 05/2025

Westfield State University

Westfield, MA
09/2021 → 09/2022

Westfield State University

Westfield, MA
09/2022 → 12/2023

Westfield State University

Westfield, MA
08/2023 → 05/2024

Westfield State University

Westfield, MA
06/2015 → 05/2021

Milford Public School

Milford, MA
05/2021 → 08/2021

Tj Maxx

Milford, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-30

S66 Uniform Combined State Law Examination

2025-10-30

View on SEC IAPD

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