Nicholas MorrisonCRD Number: 5935387
Current Firm: Strategic Advisers, Inc.
Nicholas Morrison (CRD# 5935387) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Raleigh, NC and has over 5 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Brokerage Services, LLC||Jacksonville, FL||May 2011 - Current||6|
|Copper Beach Townhouse||Greenville, NC||Jun 2009 - May 2011||1|
|East Carolina University||Greenville, NC||Aug 2008 - Jun 2009||< 1|
|Logan's Roadhouse||Greenville, NC||Mar 2008 - Aug 2008||< 1|
|East Carolina University||Greenville, NC||Aug 2007 - Mar 2008||< 1|
|Pitt Community College||Winterville, NC||Jan 2006 - May 2007||1|
|Chili's Bar & Grill||Greenville, NC||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV