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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-10
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cambridge, MA • United States

11114 West Broad St, Glen Allen, VA 23060-5813 • 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
Fidelity Investments Palm Desert CA 12/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2011 → Present
    Fidelity Investments
    Palm Desert, CA
  • 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
    Richmond, VA
    Glen Allen, VA
  • 2012-08-06 → 2018-07-13
    Palm Desert, CA
    Glen Allen, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-05
S63 Uniform Securities Agent State Law Examination 1987-04-21
  • S66 Uniform Combined State Law Examination
    2012-08-05
  • S63 Uniform Securities Agent State Law Examination
    1987-04-21
Other Names
  • Brian Eugene Burnside

View on SEC IAPD

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