DM
Douglas A. Morash
STRATEGIC ADVISERS LLC
WESTFIELD, MA
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CRD#: 2535668
DM
Professional summary
Douglas Anthony Morash, who also goes by Douglas A Morash, Douglas Anthony Morash, Harry Morash, Douglas Morash, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Westfield, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Douglas has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Douglas A Morash | Douglas Anthony Morash | Harry Morash | Douglas Morash
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.
OBA-62097|OrgNmn:City of Westfield Park and Recreation Commissioner|Org Addr:Westfield,Massachuse,US|OBA Nature:appointed commissioner on park|Invst Rel:N|Title:Park and Recreation Commission Me|Duties:Vote on permits to use park facilities in the city, vote on summer staff salaries, deal with other business that comes up in commission meetin|StrtDt:02-01-18|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Anthony Morash's 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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTFIELD, MA
Current
August 26, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
May 17, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COVINGTON, KY
Past
April 7, 2021 - August 2, 2021
MMA SECURITIES LLC
RIA
CRD#: 44254
Boston, MA
Past
December 18, 2018 - August 2, 2021
MMA SECURITIES LLC
BD
CRD#: 44254
Boston, MA
Past
October 30, 2014 - September 5, 2018
MML DISTRIBUTORS, LLC
BD
CRD#: 38030
ENFIELD, CT
Past
July 16, 2010 - May 2, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ENFIELD, CT
Past
February 4, 2008 - December 8, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 20, 1996 - June 18, 1997
NATIXIS DISTRIBUTION, LLC
BD
CRD#: 34754
BOSTON, MA
Past
September 26, 1994 - December 19, 1995
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(3/24/2025)
RR
Alaska(3/24/2025)
RR
Arizona(3/24/2025)
RR
Arkansas(3/24/2025)
RR
California(3/24/2025)
RR
Colorado(3/24/2025)
RR
Connecticut(8/30/2021)
RR
Delaware(1/6/2023)
RR
District of Columbia(3/24/2025)
RR
Florida(1/6/2023)
RR
Georgia(3/24/2025)
RR
Hawaii(3/24/2025)
RR
Idaho(3/24/2025)
RR
Illinois(3/24/2025)
RR
Indiana(3/24/2025)
RR
Iowa(3/24/2025)
RR
Kansas(3/24/2025)
RR
Kentucky(1/6/2023)
IAR
Kentucky(3/31/2025)
RR
Louisiana(3/24/2025)
RR
Maine(8/30/2021)
RR
Maryland(3/24/2025)
RR
Massachusetts(8/26/2021)
IAR
Massachusetts(3/31/2025)
RR
Michigan(3/24/2025)
RR
Minnesota(3/24/2025)
RR
Mississippi(3/24/2025)
RR
Missouri(3/24/2025)
RR
Montana(3/24/2025)
RR
Nebraska(3/24/2025)
RR
Nevada(3/24/2025)
RR
New Hampshire(8/30/2021)
RR
New Jersey(8/30/2021)
RR
New Mexico(3/24/2025)
RR
New York(8/30/2021)
RR
North Carolina(3/24/2025)
RR
North Dakota(3/24/2025)
RR
Ohio(3/25/2025)
RR
Oklahoma(3/24/2025)
RR
Oregon(3/24/2025)
RR
Pennsylvania(8/30/2021)
RR
Rhode Island(8/30/2021)
RR
South Carolina(3/24/2025)
RR
South Dakota(3/24/2025)
RR
Tennessee(3/24/2025)
RR
Texas(1/6/2023)
RR
Utah(3/24/2025)
RR
Vermont(8/30/2021)
RR
Virginia(3/24/2025)
RR
Washington(3/24/2025)
RR
West Virginia(3/24/2025)
RR
Wisconsin(3/24/2025)
RR
Wyoming(3/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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.
