Cadence L. Morgan
STRATEGIC ADVISERS LLC | Investment Consultant
KING OF PRUSSIA, PA 19406
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CRD#: 7130728
Professional summary
Cadence Leigh Morgan, who also goes by Cadence Morgan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in King Of Prussia, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Villanova, Pennsylvania.
Cadence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Cadence has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Biography
As an Investment Consultant, I partner with you to co-create a financial roadmap. We will work side by side to understand your vision for the future, and discuss different strategies to help you get there. Through our partnership, trust, and communication we will create a personalized plan to help you pursue your goals with confidence.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cadence Morgan
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 Cadence Leigh Morgan'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
Southern New Hampshire University
Bachelor of Business Administration - Finance
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 600 W Dekalb Pike Ste 110, King Of Prussia, PA 19406Office #3: 300 Main Street, Exton, PA 19341RIA
CRD#: 104555
KING OF PRUSSIA, PA
Current
April 16, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 797 East Lancaster Ave Suite 100, Villanova, PA 19085Office #2: 300 Main Street, Exton, PA 19341BD
CRD#: 7784
Villanova, PA
Past
September 10, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PAOLI, PA
Past
July 25, 2019 - April 7, 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
California(11/14/2023)
RR
Connecticut(7/16/2024)
RR
Delaware(8/9/2021)
RR
District of Columbia(4/25/2024)
RR
Florida(8/9/2021)
RR
Georgia(10/23/2025)
RR
Maryland(4/26/2024)
RR
Massachusetts(9/29/2023)
RR
New Jersey(8/9/2021)
RR
New York(8/7/2023)
RR
Pennsylvania(4/16/2021)
IAR
Pennsylvania(3/31/2025)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
RR
Virginia(8/9/2021)
RR
Washington(1/4/2025)
RR
Wisconsin(3/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/25/2019
General Securities Representative ExaminationGeneral 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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Company Information
STRATEGIC ADVISERS LLC
Investment ConsultantCRD#: 104555King Of Prussia, PA 19406TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
