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Richard Burress

Strategic Advisers LLC

Westlake Village, CA

Thousand Oaks, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Westlake Village, CA • United States

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • 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
Fidelity Brokerage Services Llc Brea CA 12/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → Present
    Fidelity Brokerage Services Llc
    Brea, CA
  • 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
    Thousand Oaks, CA
    Westlake Village, CA
  • 2013-01-03 → 2018-07-13
    Strategic Advisers Llc
    Brea, CA
    Thousand Oaks, CA
    Irvine, CA
  • 2001-05-07 → 2012-11-30
    Charles Schwab & Co., Inc.
    Irvine, CA
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-27
  • S66 Uniform Combined State Law Examination
    1999-12-27
Other Names
  • James Richard Burress
  • Richard Richard Burress
  • J Richard Burress
  • James Richard Burress

View on SEC IAPD

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