William L Morris

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Houston, TX • United States

12532 Memorial Drive, Houston, TX 77024-6000 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
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 Brokerage Services Llc	Houston	TX	03/2005	Present
Strategic Advisors Inc	Houston	TX	03/2005	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2005 → Present

Fidelity Brokerage Services Llc

Houston, TX
03/2005 → Present

Strategic Advisors Inc

Houston, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Houston, TX

Houston, TX
2005-05-18 → 2018-07-13

Strategic Advisers Llc

Houston, TX
2003-11-17 → 2004-08-26

Aegis Asset Management Inc

Houston, TX
2002-09-11 → 2003-10-22

Aegis Asset Management Inc

Houston, TX
2000-07-27 → 2002-08-19

Fremont Investment Advisors Inc

Houston, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-14
S63	Uniform Securities Agent State Law Examination	1999-07-14

S65 Uniform Investment Adviser Law Examination

1999-12-14
S63 Uniform Securities Agent State Law Examination

1999-07-14

Designations

Other Names

William Morris
Bill Lee Morris
William Lee Morris

View on SEC IAPD