William D. Morris
STRATEGIC ADVISERS LLC | Financial Consultant
ROCHESTER, NY
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CRD#: 5952749
Professional summary
William D. Morris, who also goes by William David Morris, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rochester, New York and FIDELITY BROKERAGE SERVICES LLC located in Rochester, New York.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. William has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a Financial Consultant, it is my role to understand the financial goals you have for yourself and your family. I will help you understand how you are progressing towards those goals and if you are on track. I then collaborate with you using over a decade of experience with Fidelity, and the vast resources Fidelity offers to make sure your plan is one that is sound and allows you to work towards having the maximum amount of fulfillment during the rest of your life.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William David 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.
CRS (Client Relationship Summary) - RIA
Click below to view William D. Morris'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®
NoneEducation
University of Mississippi
Political Science - Political Science
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 2780 Monroe Ave Suite 201, Rochester, NY 14618RIA
CRD#: 104555
ROCHESTER, NY
Current
September 14, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2780 Monroe Ave Suite 201, Rochester, NY 14618BD
CRD#: 7784
Rochester, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
Past
September 26, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
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
Arizona(2/23/2024)
RR
California(3/4/2022)
RR
Colorado(11/16/2020)
RR
Connecticut(3/25/2023)
RR
Florida(1/8/2021)
RR
Hawaii(3/12/2021)
RR
Idaho(8/8/2020)
RR
Illinois(11/16/2020)
RR
Indiana(5/19/2023)
RR
Iowa(9/20/2011)
RR
Maryland(9/29/2023)
RR
Massachusetts(6/4/2021)
RR
Missouri(1/7/2022)
RR
Nebraska(9/20/2011)
IAR
Nebraska(3/31/2025)
RR
New Jersey(8/17/2020)
IAR
New Jersey(3/31/2025)
RR
New Mexico(2/16/2022)
RR
New York(5/15/2020)
IAR
New York(3/31/2025)
RR
North Carolina(3/4/2022)
RR
Oregon(2/12/2021)
RR
Pennsylvania(5/15/2020)
RR
South Carolina(10/17/2025)
RR
Tennessee(8/13/2021)
RR
Virginia(10/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Rochester, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
