Caden W. Burchard

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → Present
  Fidelity Investments
  Greenwood, CO
• 08/2017 → 05/2021
  Oklahoma State University
  Stillwater, OK
• 08/2020 → 05/2021
  Oklahoma State University
  Stillwater, OK
• 05/2020 → 07/2020
  H.I.S. Bridgebuilders
  Dallas, OK
• 02/2019 → 05/2019
  Oklahoma State University Foundation
  Stillwater, OK
• 05/2018 → 08/2019
  Pinecove Camps
  Flint, TX
• 08/2017 → 05/2021
  Oklahoma State University
  Stillwater, OK
• 05/2017 → 07/2017
  The Lakes Of Castle Hills
  Lewisville, TX
• 01/2011 → 05/2017
  Prestonwood Christian Academy
  Plano, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-11-23

Other Names

• Caden Will Burchard