Douglas Morash

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → 08/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 09/2014 → 08/2018
  Mml Distributors Llc
  Enfield, CT
• 12/2018 → 07/2021
  Mma Securities Llc
  Boston, MA
• 08/2018 → 12/2018
  Unemployed
  Westfield, MA
• 08/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2021-04-07 → 2021-08-02
  Mma Securities Llc
  Boston, MA
  Worcester, MA

Other Businesses

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Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-15
• S63 Uniform Securities Agent State Law Examination
  2018-06-26

Other Names

• Harry Morash
• Douglas A Morash
• Douglas Morash
• Douglas A Morash
• Douglas Anthony Morash