Donson M. Morain
Investment adviser representative at Strategic Advisers LLC
23 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Donson M. Morain? Claim your profile
Contact this firm
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
23 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Team Elite Baseball LLCSep 2025 to Oct 2025
- UnemployedAug 2025 to Sep 2025
- Fidelity InvestmentsJun 2025 to Aug 2025
- Commonwealth Baseball ClubMay 2025 to Jul 2025
- Midway UniversityJan 2025 to Oct 2025
- UnemployedJul 2024 to May 2025
- Coastal Stars Baseball ProgramMay 2024 to Jul 2024
- Midway UniversityAug 2023 to Dec 2024
- UnemployedJul 2023 to May 2024
- Coastal Stars Baseball ProgramMay 2023 to Jul 2023
- UnemployedJul 2022 to Jun 2023
- Boys & Girls Club of Metro AtlantaMay 2022 to Jul 2022
- Rend Lake CollegeAug 2021 to May 2023
- UnemployedDec 2003 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8182494
- Firm CRD
- 104555