Thomas Burns
Investment adviser representative at Strategic Advisers LLC
18 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- J.P. Morgan Securities LLC.Sep 2019 to Sep 2021
- JPMorgan Chase Bank N.A.Sep 2019 to Sep 2021
- UnemployedAug 2019 to Sep 2019
- Redzone Realty Group LLCOct 2018 to Jul 2019
- Svr Realty LLCJan 2017 to Oct 2018
- US Army Fort BraggJul 2008 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7175132
- Firm CRD
- 104555