Brooke Morris
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Northwestern Mutual Wealth Management CompanySep 2023 to Aug 2024
- Northwestern Mutual Investment Services LLCMay 2023 to Aug 2024
- Northwestern Mutual Life Insurance CompanyMay 2023 to Aug 2024
- Sa ConsultingNov 2022 to May 2023
- CorticaAug 2021 to Mar 2023
- UnemployedJun 2021 to Jul 2021
- The Louis Armstrong Center for Music and MedicineAug 2019 to Jun 2021
- Dylan LaurenAug 2017 to Dec 2019
- Eastside Westside Music TogetherJan 2017 to Aug 2019
- Kaplan FamilyMay 2016 to Aug 2019
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 (CA, 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
- 7719981
- Firm CRD
- 104555