Gary J Morris

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
TN	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

TN RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Knoxville, TN • United States

11513 Parkside Drive, Knoxville, TN 37934-1976 • 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	Merrimack	NH	08/2016	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-03-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Knoxville, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-18
S63	Uniform Securities Agent State Law Examination	2017-10-17

S66 Uniform Combined State Law Examination

2020-12-18
S63 Uniform Securities Agent State Law Examination

2017-10-17

Designations

Other Names

Gary Jay Morris
Gary Morris
Gary Jay Morris

View on SEC IAPD

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