Chad D Burt

Strategic Advisers LLC

Overland Park, KS

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2025-03-31
KS	RA	APPROVED	2025-03-31
MO	RA	APPROVED	2025-03-31
OK	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

AR RA
APPROVED

Since 2025-03-31
KS RA
APPROVED

Since 2025-03-31
MO RA
APPROVED

Since 2025-03-31
OK RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Olathe, KS • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Kansas City	MO	08/2000	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2000 → Present

Fidelity Brokerage Services Llc

Kansas City, MO
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

Overland Park, KS

Olathe, KS
2001-03-13 → 2018-07-13

Strategic Advisers Llc

Overland Park, KS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-02-20
S63	Uniform Securities Agent State Law Examination	1998-01-22

S66 Uniform Combined State Law Examination

2001-02-20
S63 Uniform Securities Agent State Law Examination

1998-01-22

Other Names

Chad Douglas Burt

View on SEC IAPD

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