Morgan E. Macleod

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Portsmouth, NH • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	11/2021	Present
Cambridge Trust	North Hampton	NH	10/2019	11/2021
Partners Bank	Portsmouth	NH	04/2019	10/2019
Bg'S Boathouse	Portsmouth	NH	04/2017	10/2019
The Oar House	Portsmouth	NH	11/2017	06/2018
Rolling In The Mud Llc	York	ME	08/2013	05/2017
Fidelity Investments	Boston	MA	03/2025	Present

11/2021 → Present

Fidelity Investments

Merrimack, NH
10/2019 → 11/2021

Cambridge Trust

North Hampton, NH
04/2019 → 10/2019

Partners Bank

Portsmouth, NH
04/2017 → 10/2019

Bg'S Boathouse

Portsmouth, NH
11/2017 → 06/2018

The Oar House

Portsmouth, NH
08/2013 → 05/2017

Rolling In The Mud Llc

York, ME
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-04-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-25

S66 Uniform Combined State Law Examination

2022-03-25

Other Names

Morgan Elizabeth Macleod

View on SEC IAPD

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