Patrick J Morgan

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

• 07/2013 → Present
  Fidelity Investments
  Framingham, MA
• 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
  Ellington, CT
  West Hartford, CT
• 2013-08-26 → 2018-07-13
  Strategic Advisers Llc
  Framingham, MA
  West Hartford, CT
• 2013-03-13 → 2013-07-05
  Ameriprise Financial Services, Llc
  Wellesley, MA
  Braintree, MA

Exams

• S66 Uniform Combined State Law Examination
  2013-03-11

Other Names

• Patrick J Morgan
• Patrick John Morgan