Matthew Burkart

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Saint Charles, MO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nl Trading Llc	Kansas City	MO	10/2016	01/2021
Scottrade Inc	St. Louis	MO	01/2017	01/2018
Unemployed	Kansas City	MO	06/2016	10/2016
Td Ameritrade, Inc.	Chicago	IL	02/2018	12/2020
Larson Financial Group	Chesterfield	MO	05/2021	08/2021
Unemployed	Saint Charles	MO	12/2020	05/2021
Fidelity Investments	Westlake	TX	03/2022	Present
360 Painting Of O'fAllon	St. Charles	MO	08/2021	03/2022
Fidelity Investments	Boston	MA	03/2025	Present

10/2016 → 01/2021

Nl Trading Llc

Kansas City, MO
01/2017 → 01/2018

Scottrade Inc

St. Louis, MO
06/2016 → 10/2016

Unemployed

Kansas City, MO
02/2018 → 12/2020

Td Ameritrade, Inc.

Chicago, IL
05/2021 → 08/2021

Larson Financial Group

Chesterfield, MO
12/2020 → 05/2021

Unemployed

Saint Charles, MO
03/2022 → Present

Fidelity Investments

Westlake, TX
08/2021 → 03/2022

360 Painting Of O'fAllon

St. Charles, MO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-04-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

St Charles, MO
2021-06-01 → 2021-08-04

Larson Financial Group, Llc

Chesterfield, MO

Saint Louis, MO
2018-11-07 → 2021-01-06

Td Ameritrade, Inc.

St. Louis, MO

St Louis, MO

Chicago, IL

St Louis, MO
2018-11-07 → 2021-01-06

Td Ameritrade Investment Management, Llc

St Louis, MO

St Louis, MO

St Louis, MO
2014-02-24 → 2016-01-21

Vsr Financial Services, Inc.

North Kansas City, MO

Overland Park, KS

Liberty, MO
2012-02-14 → 2012-12-20

Equitable Advisors, Llc

Florissant, MO

Creve Coeur, MO

Creve Coeur, MO

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-02-06

S66 Uniform Combined State Law Examination

2012-02-06

Designations

Other Names

Matt Gregory Burkart
Matt Burkart
Matthew Burkart
Matthew Gregory Burkart

View on SEC IAPD