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Tina Morgan

Strategic Advisers LLC

Middle Island, NY

CRD 7505093

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-09
TX RA APPROVED 2025-05-09
  • NY RA
    APPROVED
    Since 2025-05-09
  • TX RA
    APPROVED
    Since 2025-05-09

Branch Locations

Middle Island, NY • 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 New York NY 04/2025 Present
Fidelity Investment Smithfield RI 11/2022 01/2024
Stony Brook University Research Stony Brook NY 08/2024 12/2024
Unemployed Mastic NY 12/2020 06/2021
Unemployed Manorville NY 12/2024 04/2025
Fidelity Investments Smithfield RI 02/2022 11/2022
Fidelity Investment Manorville NY 01/2024 08/2024
Contemporary Care Riverhead NY 09/2016 09/2017
Neurocare Melville NY 09/2017 12/2020
Greenlight Energy Syosset NY 05/2016 09/2017
Island Psychiatry Port Jefferson Station NY 06/2021 02/2022
  • 04/2025 → Present
    Fidelity Investments
    New York, NY
  • 11/2022 → 01/2024
    Fidelity Investment
    Smithfield, RI
  • 08/2024 → 12/2024
    Stony Brook University Research
    Stony Brook, NY
  • 12/2020 → 06/2021
    Unemployed
    Mastic, NY
  • 12/2024 → 04/2025
    Unemployed
    Manorville, NY
  • 02/2022 → 11/2022
    Fidelity Investments
    Smithfield, RI
  • 01/2024 → 08/2024
    Fidelity Investment
    Manorville, NY
  • 09/2016 → 09/2017
    Contemporary Care
    Riverhead, NY
  • 09/2017 → 12/2020
    Neurocare
    Melville, NY
  • 05/2016 → 09/2017
    Greenlight Energy
    Syosset, NY
  • 06/2021 → 02/2022
    Island Psychiatry
    Port Jefferson Station, NY
Previous Registrations
  • 2024-01-26 → 2024-08-16
    Fidelity Personal And Workplace Advisors
    Mastic, NY
Other Businesses

OBA-126702|OrgNmn:A & J Behavioral Health|Org Addr:Bellmore,New York,US|OBA Nature:Behavior Analysis Health|Invst Rel:N|Title:Behavior Technician|Duties:Provide behavior therapy.|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-28
S63 Uniform Securities Agent State Law Examination 2022-06-10
  • S66 Uniform Combined State Law Examination
    2023-12-28
  • S63 Uniform Securities Agent State Law Examination
    2022-06-10
Other Names
  • Tina Morgan-Eckles
  • Tina Marie Morgan
  • Tina Morgan

View on SEC IAPD

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