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Zachary Guy Morgan

Strategic Advisers LLC

Kernersville, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kernersville, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
OrganizationCityStateFromTo
Fidelity Investments Salt Lake City UT 01/2022 Present
Bank Of America Salt Lake City UT 04/2019 01/2022
The Kimpton Cardinal Hotel Winston-Salem NC 04/2016 04/2019
Triad Cabling Plus, Llc Yadkinville NC 10/2015 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2019 → 01/2022
    Bank Of America
    Salt Lake City, UT
  • 04/2016 → 04/2019
    The Kimpton Cardinal Hotel
    Winston-Salem, NC
  • 10/2015 → 04/2019
    Triad Cabling Plus, Llc
    Yadkinville, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-04
  • S66 Uniform Combined State Law Examination
    2022-08-04
Other Names
  • Zachary Guy Morgan
  • Zachary Morgan

View on SEC IAPD

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