Morgan Welch
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedJun 2024 to Aug 2024
- Oregon State UniverOct 2019 to Jun 2021
- Salem Keizer School DistrictAug 2018 to Jun 2024
- UnemployedJul 2017 to Aug 2018
- Salem ClinicJan 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7975598
- Firm CRD
- 104555