Nathaniel John Morrissey

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → 05/2026
  Baystate Financial
  Boston, MA
• 05/2016 → 09/2018
  Pizzaville
  Southborough, MA
• 05/2025 → 01/2026
  Unemployed
  Hopkinton, MA
• 09/2021 → 06/2025
  Lafayette College
  Easton, PA
• 06/2022 → 08/2023
  Morrissey Construction
  Brighton, MA
• 06/2026 → Present
  Fidelity Investments
  Smithfield, RI
• 12/2015 → 08/2021
  Hopkinton High School
  Hopkinton, MA

Previous Registrations

• 2026-04-01 → 2026-06-10
  Mml Investors Services, Llc
  Hopkinton, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-23

Other Names

• Nathaniel Morrissey
• Nathaniel John Morrissey