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Joanna Burzynska

Strategic Advisers LLC

Framingham, MA

Marlborough, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Marlborough, MA • 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
Jpmorgan Securities Llc New York NY 09/2016 06/2018
Tiaa Cambridge MA 06/2018 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Cambridge MA 06/2018 11/2020
Fidelity Investments Framingham MA 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 06/2018
    Jpmorgan Securities Llc
    New York, NY
  • 06/2018 → 11/2020
    Tiaa
    Cambridge, MA
  • 06/2018 → 11/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Cambridge, MA
  • 11/2020 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-117369|OrgNmn:453 Hope St LLC|Org Addr:Fall River,Massachuse,US|OBA Nature:Investment Property|Invst Rel:Y|Title:Manager|Duties:Rental Property|StrtDt:04-01-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-10
S63 Uniform Securities Agent State Law Examination 2011-10-10
  • S65 Uniform Investment Adviser Law Examination
    2015-07-10
  • S63 Uniform Securities Agent State Law Examination
    2011-10-10
Other Names
  • Asia Burzynska
  • Joanna Boguslawa Burzynska
  • Joanna Burzynska
  • Joanna B Burzynska

View on SEC IAPD

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VINCENT PAUL GRIMALDI
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ARIEL FELIPE ACUNA
KEVIN MICHAEL PIZZOTTI

Other Offices

CETERA INVESTMENT ADVISERS LLC · FRAMINGHAM, MA
LTG CAPITAL LLC · FRAMINGHAM, MA
EDWARD JONES · FRAMINGHAM, MA
EPG INCORPORATED · FRAMINGHAM, MA
TSW WEALTH MANAGEMENT · FRAMINGHAM, MA
WOODSIDE WEALTH MANAGEMENT · FRAMINGHAM, MA
OSAIC WEALTH, INC. · Framingham, MA
IMPACT PARTNERSHIP WEALTH, LLC · Framingham, MA

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