Sean William Morgan
Investment adviser representative at Strategic Advisers LLC
23 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Sean William Morgan? 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 LLCJun 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedAug 2023 to Jan 2026
- Ntd TelevisionMay 2023 to Aug 2023
- UnemployedSep 2022 to May 2023
- PilotcityMay 2022 to Sep 2022
- DLD Technologies CorporationsMay 2022 to May 2022
- UnemployedAug 2021 to Apr 2022
- Dale HardwareMar 2021 to Aug 2021
- UnemployedAug 2020 to Mar 2021
- PilotcityJul 2020 to Aug 2020
- UnemployedAug 2019 to Jul 2020
- Dji TechnologiesMar 2019 to Aug 2019
- UnemployedSep 2003 to Mar 2019
Exams passed
- 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
- 8215197
- Firm CRD
- 104555