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Sean William Morgan

Strategic Advisers LLC

Palo Alto, CA

Fremont, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-08
TX RA APPROVED 2026-06-08
  • CA RA
    APPROVED
    Since 2026-06-08
  • TX RA
    APPROVED
    Since 2026-06-08

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Fremont, CA • 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
Unemployed Fremont CA 09/2003 03/2019
Pilotcity San Leandro CA 07/2020 08/2020
Unemployed Fremont CA 08/2020 03/2021
Dale Hardware Fremont CA 03/2021 08/2021
Ntd Television Santa Clara CA 05/2023 08/2023
Unemployed Fremont CA 09/2022 05/2023
Unemployed Fremont CA 08/2021 04/2022
Unemployed Fremont CA 08/2019 07/2020
Unemployed Malibu CA 08/2023 01/2026
Dji Technologies Sunnyvale CA 03/2019 08/2019
Dld Technologies Corporations Santa Clara CA 05/2022 05/2022
Pilotcity San Leandro CA 05/2022 09/2022
Fidelity Investments Palo Alto CA 01/2026 Present
  • 09/2003 → 03/2019
    Unemployed
    Fremont, CA
  • 07/2020 → 08/2020
    Pilotcity
    San Leandro, CA
  • 08/2020 → 03/2021
    Unemployed
    Fremont, CA
  • 03/2021 → 08/2021
    Dale Hardware
    Fremont, CA
  • 05/2023 → 08/2023
    Ntd Television
    Santa Clara, CA
  • 09/2022 → 05/2023
    Unemployed
    Fremont, CA
  • 08/2021 → 04/2022
    Unemployed
    Fremont, CA
  • 08/2019 → 07/2020
    Unemployed
    Fremont, CA
  • 08/2023 → 01/2026
    Unemployed
    Malibu, CA
  • 03/2019 → 08/2019
    Dji Technologies
    Sunnyvale, CA
  • 05/2022 → 05/2022
    Dld Technologies Corporations
    Santa Clara, CA
  • 05/2022 → 09/2022
    Pilotcity
    San Leandro, CA
  • 01/2026 → Present
    Fidelity Investments
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-22
  • S66 Uniform Combined State Law Examination
    2025-11-22
Other Names
  • Sean Morgan

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
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