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Mason Morgan

Strategic Advisers LLC

Austin, TX

Austin, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States

Austin, TX • 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 Austin TX 08/2022 Present
A+ Federal Credit Union Austin TX 02/2021 08/2022
Unemployed Austin TX 03/2020 02/2021
Uptown Valet & Transportation Austin TX 09/2017 03/2020
Vans San Marcos TX 10/2016 05/2017
Unemployed/Student Austin TX 05/2017 09/2017
Amazon San Marcos TX 10/2016 10/2016
Full Time Student San Marcos TX 08/2015 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Austin, TX
  • 02/2021 → 08/2022
    A+ Federal Credit Union
    Austin, TX
  • 03/2020 → 02/2021
    Unemployed
    Austin, TX
  • 09/2017 → 03/2020
    Uptown Valet & Transportation
    Austin, TX
  • 10/2016 → 05/2017
    Vans
    San Marcos, TX
  • 05/2017 → 09/2017
    Unemployed/Student
    Austin, TX
  • 10/2016 → 10/2016
    Amazon
    San Marcos, TX
  • 08/2015 → 10/2016
    Full Time Student
    San Marcos, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-27
  • S66 Uniform Combined State Law Examination
    2023-03-27
Other Names
  • Mason Cole Morgan
  • Mason Morgan

View on SEC IAPD

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HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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