Zachary Morris
Investment adviser representative at Strategic Advisers LLC
6 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
6 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsDec 2022 to now
- Nylife Securities LLCAug 2022 to Dec 2022
- New York Life Insurance CompanyJun 2021 to Dec 2022
- UnemployedApr 2021 to Jun 2021
- Park Place TechnologiesDec 2020 to Apr 2021
- Fridge and PantryAug 2020 to Nov 2020
- Home DepotMay 2020 to Aug 2020
- UnemployedMar 2020 to May 2020
- Rapid Fired PizzaJan 2020 to Mar 2020
- UnemployedSep 2019 to Jan 2020
- Northwestern MutualJun 2019 to Sep 2019
- UnemployedAug 2018 to Jun 2019
- Towne Park ValetApr 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7123924
- Firm CRD
- 104555