Bryn Devon Morgan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → 03/2024
  Providence College
  Providence, RI
• 03/2021 → 11/2022
  Habitat For Humanity Of Greater Providence
  Providence, RI
• 06/2016 → 06/2020
  Stonington High School
  Stonington, CT
• 05/2023 → 08/2023
  Mcgraw Hill
  Dubuque, IA
• 06/2018 → 08/2023
  Watch Hill Merry Go Round & Beach
  Westerly, RI
• 05/2024 → Present
  Sunglass Store Of Watch Hill
  Westerly, RI
• 06/2020 → 05/2024
  Providence College
  Providence, RI
• 06/2024 → Present
  Fidelity Investments
  Smithfield, RI

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2024-10-10

Other Names

• Bryn D Morgan
• Bryn Morgan