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Aileen Morris

Strategic Advisers LLC

Merrimack, NH

Keene, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Keene, NH • 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 01/2023 Present
Pinnacle Revenue Management Londonderry NH 09/2022 12/2022
Pressed Cafe Nashua NH 04/2022 07/2022
Element Energy Systems Mattituck NY 08/2021 01/2022
Rose Mechanical Corp. Hauppauge NY 06/2018 04/2020
Rji Corporation Melville NY 04/2018 05/2018
Es Boces Holtsville NY 01/2018 04/2018
Harborside Productions Northport NY 11/2017 01/2018
Lawfty Llc Huntington NY 05/2016 11/2017
Suffolk Community College Selden NY 08/2017 12/2017
Suny Farmingdale Farmingdale NY 08/2020 12/2021
Shipt Sayville NY 04/2020 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2022 → 12/2022
    Pinnacle Revenue Management
    Londonderry, NH
  • 04/2022 → 07/2022
    Pressed Cafe
    Nashua, NH
  • 08/2021 → 01/2022
    Element Energy Systems
    Mattituck, NY
  • 06/2018 → 04/2020
    Rose Mechanical Corp.
    Hauppauge, NY
  • 04/2018 → 05/2018
    Rji Corporation
    Melville, NY
  • 01/2018 → 04/2018
    Es Boces
    Holtsville, NY
  • 11/2017 → 01/2018
    Harborside Productions
    Northport, NY
  • 05/2016 → 11/2017
    Lawfty Llc
    Huntington, NY
  • 08/2017 → 12/2017
    Suffolk Community College
    Selden, NY
  • 08/2020 → 12/2021
    Suny Farmingdale
    Farmingdale, NY
  • 04/2020 → 06/2022
    Shipt
    Sayville, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-02
S63 Uniform Securities Agent State Law Examination 2023-06-06
  • S66 Uniform Combined State Law Examination
    2024-02-02
  • S63 Uniform Securities Agent State Law Examination
    2023-06-06
Other Names
  • Aileen Margaret Morris
  • Aileen Margaret Capone
  • Aileen Morris

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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