William L Morris

CRD 1653658 · Strategic Advisers LLC · Houston, TX

IA RegisteredBroker

Also appears in the source record as: Bill Lee Morris; William Lee Morris; William Morris

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 24Series 26SIESeries 7Series 6
Registered states (50): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1653658 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Houston, TX · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Houston, TX · BD capacity

May 4, 2005 → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

May 18, 2005 → Jul 13, 2018
1st Global Capital Corp.
BD capacity

Sep 20, 2004 → Apr 1, 2005
Aegis Asset Management Inc
IA capacity

Nov 17, 2003 → Aug 26, 2004
Westcott Securities, LLC
BD capacity

Nov 11, 2003 → Aug 13, 2004
Aegis Asset Management Inc
IA capacity

Sep 11, 2002 → Oct 22, 2003
Westcott Securities, LLC
BD capacity

Sep 3, 2002 → Sep 8, 2003
Fremont Investment Advisors Inc
IA capacity

Jul 27, 2000 → Aug 19, 2002
Quasar Distributors, LLC
BD capacity

Oct 4, 2001 → Aug 13, 2002
First Fund Distributors, Inc.
BD capacity

Jul 22, 1999 → Oct 4, 2001
Van Kampen Funds Inc.
BD capacity

Dec 11, 1996 → May 24, 1999

Source & corrections

Where this page comes from

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