Inactive

Holly Burke-Adams

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Charles Schwab & Co., Inc	Lone Tree	CO	03/2016	09/2017
Fidelity Brokerage Services Llc	Greenwood Village	CO	06/2018	Present
Unemployed	Denver	CO	10/2017	05/2018
Fidelity Investments	Boston	MA	03/2025	Present

03/2016 → 09/2017

Charles Schwab & Co., Inc

Lone Tree, CO
06/2018 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
10/2017 → 05/2018

Unemployed

Denver, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO
2018-07-03 → 2018-07-13

Strategic Advisers Llc

Greenwood Village, CO
2016-04-28 → 2017-10-03

Charles Schwab & Co., Inc.

Lone Tree, CO
2014-07-09 → 2016-03-21

Curian Capital, Llc

Denver, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-02
S63	Uniform Securities Agent State Law Examination	2006-12-07

S65 Uniform Investment Adviser Law Examination

2014-07-02
S63 Uniform Securities Agent State Law Examination

2006-12-07

Other Names

Holly Marie Burke
Holly M Burke
Holly Marie Burke-Adams

View on SEC IAPD

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