Morgan Smiddy

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MA RA
APPROVED

Since 2025-03-31
NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Beverly, MA • 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 Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	10/2021	Present
Kelly Nissan Of Lynnfield	Lynnfield	MA	03/2018	03/2020
Unemployed	Beverly	MA	04/2020	10/2021
Unemployed	Lynn	MA	09/2017	03/2018
Ira Toyota Of Danvers	Danvers	MA	02/2015	08/2017
Fidelity Investments	Boston	MA	03/2025	Present

10/2021 → Present

Fidelity Investments

Merrimack, NH
03/2018 → 03/2020

Kelly Nissan Of Lynnfield

Lynnfield, MA
04/2020 → 10/2021

Unemployed

Beverly, MA
09/2017 → 03/2018

Unemployed

Lynn, MA
02/2015 → 08/2017

Ira Toyota Of Danvers

Danvers, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-08-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-10

S66 Uniform Combined State Law Examination

2022-06-10

Other Names

Morgan Brittany Smiddy
Morgan Smiddy

View on SEC IAPD

Current Employers

Strategic Advisers Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews