John M Burns

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

• 05/2006 → Present
  Fidelity Brokerage Services Llc
  New York, NY
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Jenks, OK
  Tulsa, OK
• 2010-08-26 → 2018-07-13
  Strategic Advisers Llc
  Tulsa, OK

Other Businesses

OBA-58839|OrgNmn:John Burns|Org Addr:Tulsa,Oklahoma,US|OBA Nature:Selling hand drawn portraits a|Invst Rel:N|Title:Artist|Duties:Drawing during non-business hours|StrtDt:04-14-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2008-06-27
• S63 Uniform Securities Agent State Law Examination
  2006-11-16

Other Names

• John Burns, John M Burns