Shannon M. Burdick
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Laurel SchoolsMar 2023 to May 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- Graselli LibraryJan 2022 to May 2023
- Geracis ResturantJun 2021 to Jan 2023
- Ohio Premier LacrosseJun 2021 to Oct 2022
- Oakhill Country ClubJun 2020 to Aug 2020
- College StudentJun 2019 to Jun 2023
- Rosies Italian CafeJun 2017 to Feb 2019
- Delta Sonic Car WashAug 2016 to Feb 2017
- StudentJun 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (OH, PA, 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
- 7766057
- Firm CRD
- 104555