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Burke Driscoll

Strategic Advisers LLC

Boise, ID

Eagle, ID

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • ID RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Boise, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Protective Life Knoxville TN 07/2015 04/2017
Proequities, Inc Knoxville TN 08/2015 04/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 04/2017 08/2017
Bank Of America, N.A. Seattle WA 04/2017 08/2017
Fidelity Brokerage Services Llc Portland OR 09/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 04/2017
    Protective Life
    Knoxville, TN
  • 08/2015 → 04/2017
    Proequities, Inc
    Knoxville, TN
  • 04/2017 → 08/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Seattle, WA
  • 04/2017 → 08/2017
    Bank Of America, N.A.
    Seattle, WA
  • 09/2017 → Present
    Fidelity Brokerage Services Llc
    Portland, OR
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    Star, ID
  • 2017-09-27 → 2018-07-13
    Strategic Advisers Llc
    Portland, OR
    Shoreline, WA
  • 2017-04-27 → 2017-09-05
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Seattle, WA
    Mercer Island, WA
  • 2015-08-18 → 2017-05-23
    Concourse Financial Group Securities, Inc.
    San Francisco, CA
    Covington, KY
    Knoxville, TN
  • 2015-05-25 → 2015-06-25
    Waddell & Reed
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-23
S63 Uniform Securities Agent State Law Examination 2000-03-14
  • S66 Uniform Combined State Law Examination
    2015-05-23
  • S63 Uniform Securities Agent State Law Examination
    2000-03-14
Other Names
  • Burke Colin Driscoll
  • Burke Driscoll

View on SEC IAPD

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