William L. Morris

STRATEGIC ADVISERS LLC

HOUSTON, TX

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CRD#: 1653658

Professional summary

William L Morris, CFP®, who also goes by Bill Lee Morris, William Lee Morris, William Morris, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Houston, Texas and FIDELITY BROKERAGE SERVICES LLC located in Houston, Texas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. William has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Lee Morris | William Lee Morris | William Morris

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William L Morris's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 12532 Memorial Drive, Houston, TX 77024

RIA

CRD#: 104555

HOUSTON, TX

Current

May 4, 2005 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 12532 Memorial Drive, Houston, TX 77024

CRD#: 7784

Houston, TX

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

HOUSTON, TX

Past

May 18, 2005 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HOUSTON, TX

Past

September 20, 2004 - April 1, 2005

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

November 17, 2003 - August 26, 2004

AEGIS ASSET MANAGEMENT INC

RIA

CRD#: 108610

HOUSTON, TX

Past

November 11, 2003 - August 13, 2004

WESTCOTT SECURITIES, LLC

CRD#: 45532

HOUSTON, TX

Past

September 11, 2002 - October 22, 2003

AEGIS ASSET MANAGEMENT INC

RIA

CRD#: 108610

HOUSTON, TX

Past

September 3, 2002 - September 8, 2003

WESTCOTT SECURITIES, LLC

CRD#: 45532

HOUSTON, TX

Past

October 4, 2001 - August 13, 2002

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

July 27, 2000 - August 19, 2002

FREMONT INVESTMENT ADVISORS INC

RIA

CRD#: 104522

HOUSTON, TX

Past

July 22, 1999 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

December 11, 1996 - May 24, 1999

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/13/2021)

Alaska
(1/14/2021)

Arizona
(1/21/2021)

Arkansas
(1/13/2021)

California
(1/13/2021)

Colorado
(1/13/2021)

Connecticut
(1/13/2021)

Delaware
(1/13/2021)

District of Columbia
(1/21/2021)

Florida
(1/13/2021)

Georgia
(1/13/2021)

Hawaii
(1/13/2021)

Idaho
(1/15/2021)

Illinois
(1/29/2021)

Indiana
(1/13/2021)

Iowa
(1/22/2021)

Kansas
(1/13/2021)

Kentucky
(1/14/2021)

Louisiana
(5/10/2005)

Maine
(1/13/2021)

Maryland
(1/13/2021)

Massachusetts
(1/13/2021)

Michigan
(1/13/2021)

Minnesota
(1/13/2021)

Mississippi
(1/13/2021)

Missouri
(1/13/2021)

Montana
(1/13/2021)

Nebraska
(1/19/2021)

Nevada
(1/22/2021)

New Hampshire
(1/13/2021)

New Jersey
(1/13/2021)

New Mexico
(1/13/2021)

New York
(1/14/2021)

North Carolina
(1/13/2021)

North Dakota
(1/19/2021)

Ohio
(1/13/2021)

Oklahoma
(1/13/2021)

Oregon
(1/19/2021)

Pennsylvania
(1/13/2021)

South Carolina
(1/13/2021)

South Dakota
(1/13/2021)

Tennessee
(1/13/2021)

Texas
(5/17/2005)

IAR

Texas
(3/31/2025)

Utah
(1/13/2021)

Vermont
(1/13/2021)

Virginia
(1/13/2021)

Washington
(1/12/2021)

West Virginia
(1/25/2021)

Wisconsin
(1/12/2021)

Wyoming
(1/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/14/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/24/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/25/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 5/26/1995

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

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Firm Stability Insights

William L. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William L Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

1ST GLOBAL CAPITAL CORP.

AEGIS ASSET MANAGEMENT INC

WESTCOTT SECURITIES, LLC

AEGIS ASSET MANAGEMENT INC

WESTCOTT SECURITIES, LLC

QUASAR DISTRIBUTORS, LLC

FREMONT INVESTMENT ADVISORS INC

FIRST FUND DISTRIBUTORS, INC.

INVESCO CAPITAL MARKETS, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/1999

Series 63

Date: 7/14/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/15/1997

Series 6

Date: 3/24/1987

Series 24

Date: 11/25/2003

Series 26

Date: 5/26/1995

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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