FRANK WESLEY MORGAN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-07-14 | 2025-03-31 | — |
| CITIZENS SECURITIES, INC. | 2013-07-02 | 2023-06-20 | — |
| PNC WEALTH MANAGEMENT | 2009-09-15 | 2013-06-14 | — |
| PNC WEALTH MANAGEMENT | 2008-03-17 | 2009-08-31 | — |
| EQUITABLE ADVISORS, LLC | 2005-03-02 | 2006-04-07 | — |