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Alexander Morse

Strategic Advisers LLC

Smithfield, RI

Jewett City, CT

CRD 7881317

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-04-04
RI RA APPROVED 2025-04-04
TX RA APPROVED 2025-04-04
  • CT RA
    APPROVED
    Since 2025-04-04
  • RI RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Jewett City, CT • 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 Smithfield RI 02/2024 Present
Doordash Newport RI 05/2020 09/2021
Shelter Harbor Gold Club Charlestown RI 07/2022 01/2024
Fairfield Country Day School Fairfield CT 06/2015 08/2018
Greenwich Bay Brokers East Greenwich RI 09/2021 12/2022
Newport Sock Exchange Newport RI 09/2018 04/2020
Whatnot Seller/Streamer Platform Stonington CT 12/2022 02/2024
Bar Lupa Westport CT 09/2016 08/2018
  • 02/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2020 → 09/2021
    Doordash
    Newport, RI
  • 07/2022 → 01/2024
    Shelter Harbor Gold Club
    Charlestown, RI
  • 06/2015 → 08/2018
    Fairfield Country Day School
    Fairfield, CT
  • 09/2021 → 12/2022
    Greenwich Bay Brokers
    East Greenwich, RI
  • 09/2018 → 04/2020
    Newport Sock Exchange
    Newport, RI
  • 12/2022 → 02/2024
    Whatnot Seller/Streamer Platform
    Stonington, CT
  • 09/2016 → 08/2018
    Bar Lupa
    Westport, CT
Other Businesses

OBA-106885|OrgNmn:Morse LLC|Org Addr:Jewett Cit,Connecticu,US|OBA Nature:Market/sell sports cards to in|Invst Rel:N|Title:Sole Proprietor|Duties:Fulfilling online orders and packaging items accordingly. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
S63 Uniform Securities Agent State Law Examination 2024-05-29
  • S66 Uniform Combined State Law Examination
    2025-03-31
  • S63 Uniform Securities Agent State Law Examination
    2024-05-29

View on SEC IAPD

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