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Morgan Marshall

Strategic Advisers LLC

San Jose, CA

Campbell, CA

CRD 7509059

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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
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Jose, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Student Aliso Viejo CA 03/2012 06/2018
Student Santa Clara CA 06/2018 06/2019
Towne Park Newport Beach CA 06/2019 09/2019
Student Santa Clara CA 09/2019 06/2021
C-J Advisory San Jose CA 09/2021 12/2021
Fidelity Investments Campbell CA 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2012 → 06/2018
    Student
    Aliso Viejo, CA
  • 06/2018 → 06/2019
    Student
    Santa Clara, CA
  • 06/2019 → 09/2019
    Towne Park
    Newport Beach, CA
  • 09/2019 → 06/2021
    Student
    Santa Clara, CA
  • 09/2021 → 12/2021
    C-J Advisory
    San Jose, CA
  • 01/2022 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-27
  • S66 Uniform Combined State Law Examination
    2022-08-27

View on SEC IAPD

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