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Rebecca Thurston Stanton Morris

Rebecca T. Morris

STRATEGIC ADVISERS LLC | VP, Branch Leader
PORTLAND, OR
Some features on this profile are disabled
CRD#: 4767388
Rebecca Thurston Stanton Morris

Professional summary

Rebecca Thurston Stanton Morris, CFP®, who also goes by Rebecca Thurston Morris, Rebecca Morris, Rebecca Thurston Stanton, Rebecca Stanton, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portland, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Vancouver, Washington.

Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Rebecca has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Biography

As a Certified Financial Planner™ with nearly 20 years of experience, I use my substantial experience to help build, manage and inspire a Team of Advisors at Fidelity. We work as a Team to help clients enhance their financial outcomes so that they can live their best lives. As a Branch Leader, my efforts are focused on creating an environment that fosters that mentality while providing support and flexibility for my advisory team - so that they can focus on their clients.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Insurance Planning
Social Security Planning
Estate Planning
Tax Planning
Retirement Income Management
Employee and Employer Plan Ben...
Education Planning
Comprehensive Financial Planni...
Investment Planning
Life Transitions
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Rebecca Thurston Morris | Rebecca Morris | Rebecca Thurston Stanton | Rebecca Stanton

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 Rebecca Thurston Stanton 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: 2018

Education

Northwestern University

Certificate of Education - Certified Financial Planner

2018

University of Washington

Bachelor of Arts (BA) - International Political Economy

1998

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 655 W Columbia Way Suite 404, Vancouver, WA 98660
RIA
CRD#: 104555
PORTLAND, OR
Current

July 30, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 655 W Columbia Way Suite 404, Vancouver, WA 98660
BD
CRD#: 7784
VANCOUVER, WA
Past

August 20, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
PORTLAND, OR
Past

January 14, 2020 - July 1, 2020

EMPIRICAL WEALTH MANAGEMENT

RIA
CRD#: 152622
Portland, OR
Past

July 13, 2018 - January 30, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

June 11, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PORTLAND, OR
Past

October 5, 2011 - January 7, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PORTLAND, OR
Past

January 2, 2009 - September 8, 2010

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
EAST HARWICH, MA
Past

May 3, 2004 - January 20, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
HYANNIS, MA

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
Massachusetts
(5/30/2025)
RR
Oregon
(7/30/2020)
IAR
Oregon
(3/31/2025)
RR
Texas
(12/2/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(3/12/2021)
RR
Washington
(7/30/2020)
IAR
Washington
(3/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/20/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/4/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/8/2016
General Securities Sales Supervisor - Options Module Examination
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
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

VP, Branch LeaderCRD#: 104555Portland, OR

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