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Shannon M. Burdick

Strategic Advisers LLC

Pittsburgh, PA

Pittsburgh, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-09
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-09
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Pittsburgh, PA • United States

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • 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
Student Penfield NY 06/2013 06/2019
Delta Sonic Car Wash Penfield NY 08/2016 02/2017
Rosies Italian Cafe Penfield NY 06/2017 02/2019
College Student Cleveland OH 06/2019 06/2023
Oakhill Country Club Rochester NY 06/2020 08/2020
Ohio Premier Lacrosse Cleveland OH 06/2021 10/2022
Geracis Resturant Cleveland OH 06/2021 01/2023
Graselli Library Cleveland OH 01/2022 05/2023
Fidelity Investments Cleveland OH 06/2022 08/2022
Laurel Schools Cleveland OH 03/2023 05/2023
Fidelity Investments Pittsburgh PA 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 06/2019
    Student
    Penfield, NY
  • 08/2016 → 02/2017
    Delta Sonic Car Wash
    Penfield, NY
  • 06/2017 → 02/2019
    Rosies Italian Cafe
    Penfield, NY
  • 06/2019 → 06/2023
    College Student
    Cleveland, OH
  • 06/2020 → 08/2020
    Oakhill Country Club
    Rochester, NY
  • 06/2021 → 10/2022
    Ohio Premier Lacrosse
    Cleveland, OH
  • 06/2021 → 01/2023
    Geracis Resturant
    Cleveland, OH
  • 01/2022 → 05/2023
    Graselli Library
    Cleveland, OH
  • 06/2022 → 08/2022
    Fidelity Investments
    Cleveland, OH
  • 03/2023 → 05/2023
    Laurel Schools
    Cleveland, OH
  • 06/2023 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-25
  • S66 Uniform Combined State Law Examination
    2024-05-25
Other Names
  • Shannon Burdick

View on SEC IAPD

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