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Michelle Barbara Morgan

Strategic Advisers LLC

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About Michelle Barbara Morgan

Michelle Barbara Morgan is a registered Investment Advisor Representative with Strategic Advisers LLC. Michelle Morgan is a registered Investment Advisor in Massachusetts. Michelle Morgan holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. She is also a registered Investment Advisor Representative in Massachusetts with Strategic Advisers LLC. The firm's main office is located in Boston, MA. Strategic Advisers LLC provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michelle Morgan specializes in providing investment advisory services to individuals, businesses, and investment companies. The firm also provides model portfolios for various investment strategies.

Firm Information

Michelle Morgan is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Michelle Morgan’s Registration & Firm History

MA

08/05/2010 - Present

Strategic Advisers LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 08/04/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Barbara Morgan.
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