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Catherine Whitney Burns

Strategic Advisers LLC

Lone Tree, CO

Morrison, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2025-03-31
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Morrison, CO • 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
Morgan Stanley Jacksonville FL 09/2017 01/2021
Deutsche Bank Jacksonville FL 08/2013 08/2017
Fidelity Investments Jacksonville FL 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 01/2021
    Morgan Stanley
    Jacksonville, FL
  • 08/2013 → 08/2017
    Deutsche Bank
    Jacksonville, FL
  • 01/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2019-10-09 → 2021-01-26
    Morgan Stanley
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-08
  • S66 Uniform Combined State Law Examination
    2019-10-08

View on SEC IAPD

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Other Investors

SHALINI J. MAYL
KYLE SMITH
BRIANNA MARIE MATHIS
JESSICA DIEM HUYNH CURTIS
ANDRINA UPTMORE
ALYSSA ARMIDA EVANS
JARON CAPPOS
ANDREW KIM

Other Offices

LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO
LPL ENTERPRISE, LLC · ENGLEWOOD, CO
PALLER FINANCIAL SERVICES, INC. · CENTENNIAL, CO
OSAIC ADVISORY SERVICES, LLC · Centennial, CO
ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO

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