Nicholas Morrison, financial advisor Raleigh NC
90 score

Nicholas Morrison

CRD 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.

Similar Advisors
Marc Becker, financial advisor Raleigh NC
Marc S. Becker
CRD# 4247479
Wiser Financial Coaching, LLC
Score
102
Similar Advisors
Nicholas Pino, financial advisor Raleigh NC
Nicholas J. Pino
CRD# 4741498
Signator Investors, Inc.
Score
100
Similar Advisors
Ryan Thomsen, financial advisor Raleigh NC
Ryan Thomsen
CRD# 5438732
Oak City Consulting, LLC
Score
100
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Jacksonville, FL May 2011 - Current 5
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
Contact Info for Nicholas C. Morrison
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Nicholas Morrison and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.