MARIO MORGAN is an investment adviser representative (IAR) with state registration records since 2008, 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 | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2011-01-20 | 2018-07-13 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-12-15 | 2011-12-09 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-08-11 | 2010-11-16 | — |
| EDWARD D. JONES & CO., L.P. | 2008-07-08 | 2010-07-30 | — |