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Morgan Kardias Liphardt

Strategic Advisers LLC

Salem, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Salem, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Merrimack NH 07/2022 Present
Aflac Rochester NY 01/2022 06/2022
Cid Consulting Llc Ipswich MA 05/2021 08/2021
Trowt Moving And Storage Beverly MA 06/2017 07/2022
Hamilton House Of Pizza Wenham MA 05/2016 08/2017
Market Basket Rowley MA 01/2016 05/2017
Wenham Town Hall Wenham MA 11/2014 05/2018
Hamilton Wenham Regional High School Wenham MA 08/2014 05/2018
St John Fisher College Rochester NY 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2022 → 06/2022
    Aflac
    Rochester, NY
  • 05/2021 → 08/2021
    Cid Consulting Llc
    Ipswich, MA
  • 06/2017 → 07/2022
    Trowt Moving And Storage
    Beverly, MA
  • 05/2016 → 08/2017
    Hamilton House Of Pizza
    Wenham, MA
  • 01/2016 → 05/2017
    Market Basket
    Rowley, MA
  • 11/2014 → 05/2018
    Wenham Town Hall
    Wenham, MA
  • 08/2014 → 05/2018
    Hamilton Wenham Regional High School
    Wenham, MA
  • 08/2018 → 05/2022
    St John Fisher College
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-01
  • S66 Uniform Combined State Law Examination
    2023-06-01
Other Names
  • Morgan Kardias Liphardt
  • Morgan Liphardt

View on SEC IAPD

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