Edward F. Morgan
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
3 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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Northwestern Mutual Investment Services LLCMay 2021 to Jun 2021
- Juliana BergeronOct 2020 to Jun 2021
- Northwestern Mutual Life Insurance CompanyJun 2020 to Oct 2020
- 4leaf Lacrosse ClubJun 2019 to Aug 2020
- Go To GuysApr 2017 to Aug 2019
- StudentSep 2009 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7254883
- Firm CRD
- 104555