Strategic Advisers
33yrs
Top advisor by experience in Riverton
21yrs
Lori A Morgan
Financial advisor at Strategic Advisers
At a glance
Experience21 years (since 2005)
How that compares ?Top 12% by experience at Strategic Advisers
OfficeRiverton, UT
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Nov 2016 – Jul 2018Strategic Advisers LLCPreviously
Questions to ask Lori
Tailored to Lori’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lori
How do I contact Lori?
Call Strategic Advisers at 617-563-7000 and ask for Lori A Morgan. Lori works from the Riverton, UT office.
How long has Lori been a financial advisor?
Lori has been in the industry since 2005, about 21 years. Top 12% by experience at Strategic Advisers.
What licenses does Lori hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lori a fiduciary?
Lori is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lori paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Lori for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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