William L. Morris
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William L Morris, CFP®, who also goes by Bill Lee Morris, William Lee Morris, William Morris, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1996. William had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1990
Experience
March 31, 2025 - July 23, 2026
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 18, 2005 - July 13, 2018
STRATEGIC ADVISERS LLC
May 4, 2005 - July 23, 2026
FIDELITY BROKERAGE SERVICES LLC
September 20, 2004 - April 1, 2005
1ST GLOBAL CAPITAL CORP.
November 17, 2003 - August 26, 2004
AEGIS ASSET MANAGEMENT INC
November 11, 2003 - August 13, 2004
WESTCOTT SECURITIES, LLC
September 11, 2002 - October 22, 2003
AEGIS ASSET MANAGEMENT INC
September 3, 2002 - September 8, 2003
WESTCOTT SECURITIES, LLC
October 4, 2001 - August 13, 2002
QUASAR DISTRIBUTORS, LLC
July 27, 2000 - August 19, 2002
FREMONT INVESTMENT ADVISORS INC
July 22, 1999 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
December 11, 1996 - May 24, 1999
INVESCO CAPITAL MARKETS, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
