Gavin Michael Morrissey

Current Employers

Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-12-03

MA RA
APPROVED

Since 2025-12-03

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

800 South St Suite 350, Waltham, MA 02453 • 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
Financial Strategy Associates, Inc.	Needham	MA	02/2016	12/2025
Allworth Financial	Waltham	MA	12/2025	Present

02/2016 → 12/2025

Financial Strategy Associates, Inc.

Needham, MA
12/2025 → Present

Allworth Financial

Waltham, MA

Previous Registrations

2017-08-14 → 2025-12-31

Fsa Wealth Management, Llc

Needham, MA
2007-03-30 → 2019-08-16

Commonwealth Financial Network

San Diego, CA

Waltham, MA

San Diego, CA

Needham, MA

Needham, MA

Needham, MA

Other Businesses

Musketaquid Sportsmen's Club - not financial related - sportsmen club treasurer, paying bills and keeping books for the organization - less than an hour per week and not during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-07-26
S63	Uniform Securities Agent State Law Examination	1999-06-24

S65 Uniform Investment Adviser Law Examination

2001-07-26
S63 Uniform Securities Agent State Law Examination

1999-06-24

Other Names

Gavin Michael Morrissey
Gavin Morrissey

View on SEC IAPD