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Thomas Burns

Strategic Advisers LLC

Scarsdale, NY

Armonk, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States

Armonk, NY • 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 Chase Bank N.A. Port Washington NY 09/2019 09/2021
J.P. Morgan Securities Llc. Port Washington NY 09/2019 09/2021
Us Army Fort Bragg Fayetteville NC 07/2008 01/2017
Svr Realty Llc Jacksonville FL 01/2017 10/2018
Redzone Realty Group Llc Jacksonville FL 10/2018 07/2019
Unemployed Port Washington NY 08/2019 09/2019
Fidelity Investments Roslyn NY 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 09/2021
    Jpmorgan Chase Bank N.A.
    Port Washington, NY
  • 09/2019 → 09/2021
    J.P. Morgan Securities Llc.
    Port Washington, NY
  • 07/2008 → 01/2017
    Us Army Fort Bragg
    Fayetteville, NC
  • 01/2017 → 10/2018
    Svr Realty Llc
    Jacksonville, FL
  • 10/2018 → 07/2019
    Redzone Realty Group Llc
    Jacksonville, FL
  • 08/2019 → 09/2019
    Unemployed
    Port Washington, NY
  • 09/2021 → Present
    Fidelity Investments
    Roslyn, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roslyn, NY
  • 2019-12-24 → 2021-09-08
    J.P. Morgan Securities Llc
    Port Washington, NY
    Roslyn Heights, NY
    Greenvale, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-18
  • S66 Uniform Combined State Law Examination
    2019-12-18
Other Names
  • Tom Wayne Burns
  • Thomas Burns
  • Thomas Wayne Burns

View on SEC IAPD

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