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Timothy J Burkhardt

Strategic Advisers LLC

Monterey, CA

Carmel, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

553 Munras Ave, Monterey, CA 93940-3004 • United States

Carmel, 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
OrganizationCityStateFromTo
Wells Fargo Bank Na Pacific Grove CA 04/2001 04/2022
Wells Fargo Advisors Llc Carmel CA 08/2013 11/2016
Wells Fargo Clearing Services, Llc Pacific Grove CA 11/2016 04/2022
Fidelity Investments Monterey CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2001 → 04/2022
    Wells Fargo Bank Na
    Pacific Grove, CA
  • 08/2013 → 11/2016
    Wells Fargo Advisors Llc
    Carmel, CA
  • 11/2016 → 04/2022
    Wells Fargo Clearing Services, Llc
    Pacific Grove, CA
  • 04/2022 → Present
    Fidelity Investments
    Monterey, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Monterey, CA
  • 2020-11-30 → 2022-04-14
    Wells Fargo Clearing Services, Llc
    Carmel, CA
    San Jose, CA
    Monterey, CA
    Pebble Beach, CA
    Pacific Grove, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-28
S63 Uniform Securities Agent State Law Examination 2013-10-15
  • S65 Uniform Investment Adviser Law Examination
    2020-11-28
  • S63 Uniform Securities Agent State Law Examination
    2013-10-15
Other Names
  • Timothy J Burkhardt
  • Timothy Burkhardt

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA
FIRST COMMAND ADVISORY SERVICES · Monterey, CA
MODERN WEALTH MANAGEMENT, LLC · MONTEREY, CA
DEL MONTE CAPITAL, INC. · MONTEREY, CA
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