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Tracy Morgan

Strategic Advisers LLC

Fairlawn, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fairlawn, OH • 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
Blue Door Pub St. Paul MN 01/2015 01/2017
Fidelity Investments Edina MN 01/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 01/2017
    Blue Door Pub
    St. Paul, MN
  • 01/2017 → Present
    Fidelity Investments
    Edina, MN
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Fairlawn, OH
  • 2017-12-13 → 2018-07-13
    Strategic Advisers Llc
    Edina, MN
    Oakdale, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-16
S63 Uniform Securities Agent State Law Examination 2017-05-11
  • S65 Uniform Investment Adviser Law Examination
    2017-11-16
  • S63 Uniform Securities Agent State Law Examination
    2017-05-11
Other Names
  • Tracy Marie Becker
  • Tracy Becker
  • Tracy Marie Morgan

View on SEC IAPD

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