Matthew Glenn Morgan

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Novato, CA • United States

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • 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

Organization	City	State	From	To
Fidelity Investments	Larkspur	CA	01/2022	Present
University Of California, Davis	Davis	CA	09/2021	08/2022
Burma Town	Corte Madera	CA	08/2021	09/2021
Peet'S Coffee	Corte Madera	CA	08/2020	10/2020
Peet'S Coffee	Corte Madera	CA	07/2015	03/2020
University Of California, Davis	Davis	CA	01/2020	01/2022
College Of Marin	Kentfield	CA	06/2015	05/2020
Unemployed	Tiburon	CA	08/2022	01/2023
Fidelity Investments	Boston	MA	03/2025	Present

01/2022 → Present

Fidelity Investments

Larkspur, CA
09/2021 → 08/2022

University Of California, Davis

Davis, CA
08/2021 → 09/2021

Burma Town

Corte Madera, CA
08/2020 → 10/2020

Peet'S Coffee

Corte Madera, CA
07/2015 → 03/2020

Peet'S Coffee

Corte Madera, CA
01/2020 → 01/2022

University Of California, Davis

Davis, CA
06/2015 → 05/2020

College Of Marin

Kentfield, CA
08/2022 → 01/2023

Unemployed

Tiburon, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-06-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Larkspur, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-31

S66 Uniform Combined State Law Examination

2023-05-31

View on SEC IAPD

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