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Luke F. Morris

Strategic Advisers LLC

Trinity, FL

Clearwater, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Trinity, FL • United States

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Tampa FL 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → Present
    Fidelity Investments
    Tampa, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Clearwater, FL
    Trinity, FL
  • 2010-10-11 → 2018-07-13
    Strategic Advisers Llc
    Naples, FL
    Tampa, FL
    Tampa, FL
    Clearwater, FL
Other Businesses

OBA-129840|OrgNmn:Heritage Harvest Family Farm LLC|Org Addr:Hazel,Kentucky,US|OBA Nature:Purchasing a farm expecting to|Invst Rel:Y|Title:Partner|Duties:none , other than maintaining property and occasional timber harvesting and gravel sales |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-16
S63 Uniform Securities Agent State Law Examination 2009-02-21
  • S65 Uniform Investment Adviser Law Examination
    2009-10-16
  • S63 Uniform Securities Agent State Law Examination
    2009-02-21
Designations
Other Names
  • Luke Fleron Morris

View on SEC IAPD

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