Desmond E. Morrison
STRATEGIC ADVISERS LLC | Financial Consultant, Branches
WASHINGTON, DC
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CRD#: 6955468
Professional summary
Desmond E Morrison, CFP®, who also goes by Desmond Eliezer Morrison, Desmond Morrison, Desmond E Morrison Jr., Desmond E Morrison, Desmond Eleazar Morrison, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Washington, District Of Columbia and FIDELITY BROKERAGE SERVICES LLC located in Washington, District Of Columbia.
Desmond is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Desmond has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Striving to be the change I want to see in the financial services industry. I serve as a resource for our high net worth households to curate a pathway towards your financial goals and support you when there is turbulence along the way. I hold a strong belief that there are no stupid questions when it comes to understanding how your money works. And as a CERTIFIED FINANCIAL PLANNER™ professional, I am obligated and committed to putting your interests first at all stages of the planning process.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Desmond Eliezer Morrison | Desmond Morrison | Desmond E Morrison Jr. | Desmond E Morrison | Desmond Eleazar Morrison
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 Desmond E Morrison'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®
Education
University of Maryland
Bachelor of Science (BS) - Finance
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110RIA
CRD#: 104555
WASHINGTON, DC
Current
September 17, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1900 K Street Nw Stes 110 & 1175, Washington, DC 20006BD
CRD#: 7784
Washington, DC
Past
September 30, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TYSONS CORNER, VA
Past
September 5, 2019 - September 20, 2021
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
July 18, 2018 - September 20, 2021
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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(1/6/2024)
RR
Arkansas(7/21/2023)
RR
California(5/7/2024)
RR
Delaware(1/6/2023)
RR
District of Columbia(9/17/2021)
IAR
District of Columbia(3/31/2025)
RR
Florida(1/4/2023)
RR
Illinois(2/1/2023)
RR
Indiana(5/22/2025)
RR
Maine(1/4/2023)
RR
Maryland(9/17/2021)
IAR
Maryland(3/31/2025)
RR
Massachusetts(7/27/2022)
RR
Michigan(3/21/2023)
RR
Minnesota(1/4/2024)
RR
New Hampshire(1/6/2023)
RR
New Jersey(1/6/2023)
RR
New Mexico(3/2/2024)
RR
New York(1/4/2023)
RR
North Carolina(1/5/2023)
RR
Ohio(1/6/2024)
RR
South Carolina(1/6/2023)
RR
Texas(12/23/2021)
IAR
Texas(3/31/2025)
RR
Vermont(1/4/2023)
RR
Virginia(9/17/2021)
IAR
Virginia(3/31/2025)
RR
Washington(7/21/2023)
RR
West Virginia(1/6/2023)
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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial Consultant, BranchesCRD#: 104555Washington, DCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
