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Joshua D. Burns

Strategic Advisers LLC

Greenville, SC

Travelers Rest, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
SC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

210 South Main St, Greenville, SC 29601-2832 • United States

Travelers Rest, SC • 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 Covington KY 11/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 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
    Travelers Rest, SC
  • 2015-06-26 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-22
S63 Uniform Securities Agent State Law Examination 2015-01-02
  • S66 Uniform Combined State Law Examination
    2015-06-22
  • S63 Uniform Securities Agent State Law Examination
    2015-01-02
Other Names
  • Joshua Daniel Burns

View on SEC IAPD

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Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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