Alissa Lauren Burwick

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 02/2020
  Charles Schwab & Co., Inc.
  Chestnut Hill, MA
• 05/2013 → 02/2020
  Charles Schwab Bank
  Chestnut Hill, MA
• 02/2020 → Present
  Fidelity Brokerage Services Llc
  Chestnut Hill, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-03-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chestnut Hill, MA
• 2013-05-14 → 2020-03-04
  Charles Schwab & Co., Inc.
  Chestnut Hill, MA
  Hingham, MA
  Boston, MA
  Boston, MA
• 2008-01-11 → 2013-05-03
  Bts Asset Management, Inc.
  Lincoln, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-24
• S63 Uniform Securities Agent State Law Examination
  2003-01-31