Michelle Christina Burson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Rocklin, CA • 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

Organization	City	State	From	To
Bank Of America, N.A.	Dublin	CA	10/2012	02/2024
Merrill Lynch Pierce Fenner & Smith	Walnut Creek	CA	02/2015	02/2024
Fidelity Investments	Sacramento	CA	02/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2012 → 02/2024

Bank Of America, N.A.

Dublin, CA
02/2015 → 02/2024

Merrill Lynch Pierce Fenner & Smith

Walnut Creek, CA
02/2024 → Present

Fidelity Investments

Sacramento, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-03-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Rocklin, CA
2017-01-23 → 2024-02-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dublin, CA

Walnut Creek, CA

Dublin, CA

Livermore, CA

Martinez, CA

San Ramon, CA

Pleasant Hill, CA

Orinda, CA

Lafayette, CA

Moraga, CA

Moraga, CA

Livermore, CA

El Cerrito, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-01-20

S66 Uniform Combined State Law Examination

2017-01-20

Other Names

Michelle Christina Pierce
Michelle C Burson
Michelle C Pierce Burson

View on SEC IAPD

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