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Maxwell Morris

Strategic Advisers LLC

West Hartford, CT

West Hartford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

West Hartford, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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
M & M Properties Westbrook CT 05/2021 05/2022
Sullivan Lawn Services Essex CT 05/2020 10/2020
Xenelis Construction Middlefield CT 05/2018 08/2018
Coleman Care Westbrook CT 06/2017 08/2017
School South Kingston RI 10/2020 05/2021
School/Unemployed South Kingston RI 09/2018 05/2020
School South Kingston RI 09/2017 05/2018
School Westbrook CT 07/2016 06/2017
Fidelity Investments West Hartford CT 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 05/2022
    M & M Properties
    Westbrook, CT
  • 05/2020 → 10/2020
    Sullivan Lawn Services
    Essex, CT
  • 05/2018 → 08/2018
    Xenelis Construction
    Middlefield, CT
  • 06/2017 → 08/2017
    Coleman Care
    Westbrook, CT
  • 10/2020 → 05/2021
    School
    South Kingston, RI
  • 09/2018 → 05/2020
    School/Unemployed
    South Kingston, RI
  • 09/2017 → 05/2018
    School
    South Kingston, RI
  • 07/2016 → 06/2017
    School
    Westbrook, CT
  • 05/2022 → Present
    Fidelity Investments
    West Hartford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-15
S63 Uniform Securities Agent State Law Examination 2023-01-18
  • S65 Uniform Investment Adviser Law Examination
    2023-06-15
  • S63 Uniform Securities Agent State Law Examination
    2023-01-18
Other Names
  • Maxwell Roy Morris
  • Maxwell Morris

View on SEC IAPD

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