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Brian P Burke

Strategic Advisers LLC

St Augustine, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

St Augustine, FL • United States

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • 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 Investments Smithfield RI 08/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/1999 → Present
    Fidelity Investments
    Smithfield, RI
  • 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
    Garden City, NY
    Jacksonville, FL
  • 2013-09-19 → 2018-07-13
    Strategic Advisers Llc
    Garden City, NY
  • 2006-01-18 → 2009-07-07
    Strategic Advisers Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-09
S63 Uniform Securities Agent State Law Examination 2000-08-11
  • S65 Uniform Investment Adviser Law Examination
    2005-12-09
  • S63 Uniform Securities Agent State Law Examination
    2000-08-11
Designations

View on SEC IAPD

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