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Morgan Claspill

Strategic Advisers LLC

Covington, KY

Cincinnati, 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
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, 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
Fidelity Investments Covington KY 09/2023 Present
Investcloud (Formerly Advicent Solutions) Lexington KY 11/2021 09/2023
Convergence Research West Chester OH 03/2021 10/2021
Longhorn Steakhouse Cincinnati OH 11/2019 03/2021
Bob Evans Cincinnati OH 09/2018 11/2019
Raising Canes Cincinnati OH 08/2018 08/2018
Boost Mobile Cincinnati OH 07/2018 08/2018
Meijer Cincinnati OH 04/2018 06/2018
Apple Bees Cincinnati OH 10/2017 03/2018
Daniels Textile Rental Springdale OH 11/2020 03/2021
Mcdonalds Cincinnati OH 07/2016 10/2016
Northwest Highschool Cincinnati OH 08/2013 02/2018
State Of Ohio Department Of Education Cincinnati OH 03/2021 03/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → Present
    Fidelity Investments
    Covington, KY
  • 11/2021 → 09/2023
    Investcloud (Formerly Advicent Solutions)
    Lexington, KY
  • 03/2021 → 10/2021
    Convergence Research
    West Chester, OH
  • 11/2019 → 03/2021
    Longhorn Steakhouse
    Cincinnati, OH
  • 09/2018 → 11/2019
    Bob Evans
    Cincinnati, OH
  • 08/2018 → 08/2018
    Raising Canes
    Cincinnati, OH
  • 07/2018 → 08/2018
    Boost Mobile
    Cincinnati, OH
  • 04/2018 → 06/2018
    Meijer
    Cincinnati, OH
  • 10/2017 → 03/2018
    Apple Bees
    Cincinnati, OH
  • 11/2020 → 03/2021
    Daniels Textile Rental
    Springdale, OH
  • 07/2016 → 10/2016
    Mcdonalds
    Cincinnati, OH
  • 08/2013 → 02/2018
    Northwest Highschool
    Cincinnati, OH
  • 03/2021 → 03/2021
    State Of Ohio Department Of Education
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-09
S63 Uniform Securities Agent State Law Examination 2024-03-12
  • S66 Uniform Combined State Law Examination
    2025-01-09
  • S63 Uniform Securities Agent State Law Examination
    2024-03-12
Other Names
  • Morgan Claspill
  • Morgan Brianne Claspill

View on SEC IAPD

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