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Catherine Whitney Burns

Strategic Advisers LLC

Lone Tree, CO

Morrison, CO

CRD 6851579

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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:

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

Nearby Firms

LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
PALLER FINANCIAL SERVICES, INC.

Nearby Investors

SHALINI J. MAYL
KYLE SMITH
BRIANNA MARIE MATHIS

Nearby Offices

LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO
LPL ENTERPRISE, LLC · ENGLEWOOD, CO

More in Lone Tree, CO

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