KRISTIN ANN MOROZ is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-09-11 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2017-01-20 | 2019-07-16 | — |
| STRATEGIC ADVISERS LLC | 2015-04-27 | 2016-01-22 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2014-10-21 | 2015-03-25 | — |