Michael Cole Morgan
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCFeb 2026 to now
- Fidelity InvestmentsSep 2024 to now
- Fidelity Investment LLCJun 2024 to Aug 2024
- Tidalwave Auto SPAJun 2024 to Aug 2024
- Northwestern MutualMay 2023 to Jul 2023
- The University of Texas At DallasAug 2022 to Aug 2024
- Amazon.com Services LLCNov 2021 to Mar 2022
- Collin CollegeAug 2021 to Dec 2023
- Self EmployedJun 2021 to May 2024
- Texas State UniversityAug 2020 to Aug 2021
- Market StreetNov 2017 to Mar 2021
- Frisco High SchoolSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7731479
- Firm CRD
- 104555