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Leon David Burns

Strategic Advisers LLC

Irvine, CA

Irvine, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Irvine, CA • 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
24 Hour Fitness Santa Cruz CA 07/2021 05/2022
Force Residuals Ca, Inc. Ca CA 02/2017 04/2020
Starbucks Santa Cruz CA 03/2018 04/2021
City Of Burbank ( Verdugo Aquatics Facility) Burbank CA 11/2015 08/2017
Cast & Crew California (Remote) CA 04/2023 01/2024
Unemployed Santa Cruz CA 04/2021 06/2021
Barking Lion/Makai Island Kitchen & Groggery Santa Cruz CA 06/2021 08/2021
Entertainment Partners California(Remote) CA 06/2022 04/2023
Fidelity Investments Irvine CA 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 05/2022
    24 Hour Fitness
    Santa Cruz, CA
  • 02/2017 → 04/2020
    Force Residuals Ca, Inc.
    Ca, CA
  • 03/2018 → 04/2021
    Starbucks
    Santa Cruz, CA
  • 11/2015 → 08/2017
    City Of Burbank ( Verdugo Aquatics Facility)
    Burbank, CA
  • 04/2023 → 01/2024
    Cast & Crew
    California (Remote), CA
  • 04/2021 → 06/2021
    Unemployed
    Santa Cruz, CA
  • 06/2021 → 08/2021
    Barking Lion/Makai Island Kitchen & Groggery
    Santa Cruz, CA
  • 06/2022 → 04/2023
    Entertainment Partners
    California(Remote), CA
  • 02/2024 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-21
S65 Uniform Investment Adviser Law Examination 2023-07-31
  • S63 Uniform Securities Agent State Law Examination
    2023-08-21
  • S65 Uniform Investment Adviser Law Examination
    2023-07-31
Other Names
  • Leon D Burns
  • Leon David Burns
  • Leon D Burns

View on SEC IAPD

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VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
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GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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