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Andrew Burke

Strategic Advisers LLC

Providence, RI

Dartmouth, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-12
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2026-05-12
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Dartmouth, MA • 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
Fidelity Investments Institutional Services Company, Inc. Smithfield RI 07/2014 10/2018
Citizens Securities, Inc. Brighton MA 10/2018 04/2020
Fidelity Investments Providence RI 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 10/2018
    Fidelity Investments Institutional Services Company, Inc.
    Smithfield, RI
  • 10/2018 → 04/2020
    Citizens Securities, Inc.
    Brighton, MA
  • 05/2020 → Present
    Fidelity Investments
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
  • 2018-12-17 → 2020-04-24
    Citizens Securities, Inc.
    Pittsburgh, PA
    Braintree, MA
    Brighton, MA
    Brookline, MA
    Brookline, MA
    Allston, MA
    Roslindale, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-13
S63 Uniform Securities Agent State Law Examination 2014-08-15
  • S66 Uniform Combined State Law Examination
    2018-12-13
  • S63 Uniform Securities Agent State Law Examination
    2014-08-15
Other Names
  • Andrew Thomas Burke
  • Andrew Burke

View on SEC IAPD

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BARRETT & COMPANY
WELLTH ADVISORY SERVICES, LLC
WEYBOSSET RESEARCH & MANAGEMENT, LLC

Other Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG

Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
WASHINGTON TRUST ADVISORS · Providence, RI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PROVIDENCE, RI
BARRETT & COMPANY · PROVIDENCE, RI

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