Kurt J. Burger
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ROCKVILLE CENTRE, NY
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CRD#: 1559083
Professional summary
Kurt J Burger, who also goes by Kurt Joseph Burger, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rockville Centre, New York and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Kurt has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.
Biography
I believe my 36 years of working in different capacities in the Investment Industry have uniquely prepared me to help clients with their financial planning. I take the knowledge that I have garnered over that time and combine that with the power and reach of Fidelity to help clients create and maintain retirement plans to help them work toward their goals and objectives.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kurt Joseph Burger
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt J Burger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Fairleigh Dickinson University
Bachelor of Science (BS) - Marketing
1982
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ROCKVILLE CENTRE, NY
Current
July 12, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SMITHFIELD, RI
Past
August 1, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GARDEN CITY, NY
Past
May 6, 2010 - April 18, 2011
UBS SECURITIES LLC
BD
CRD#: 7654
NEW YORK, NY
Past
January 22, 2007 - April 9, 2010
COWEN EXECUTION SERVICES LLC
BD
CRD#: 35693
NEW YORK, NY
Past
June 1, 2005 - January 23, 2007
B-TRADE SERVICES LLC
BD
CRD#: 41262
NEW YORK, NY
Past
August 1, 2000 - November 29, 2004
INSTINET, LLC
BD
CRD#: 42886
NEW YORK, NY
Past
September 14, 1996 - August 1, 2000
REUTERS C CORPORATION
BD
CRD#: 14408
NEW YORK, NY
Past
October 16, 1993 - March 11, 1996
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
April 29, 1993 - August 20, 1993
UBS CAPITAL MARKETS L.P.
BD
CRD#: 2692
STAMFORD, CT
Past
October 3, 1990 - February 24, 1993
FIRST MANHATTAN SECURITIES LLC
BD
CRD#: 1845
NEW YORK, NY
Past
April 29, 1987 - October 5, 1990
ADVEST, INC.
BD
CRD#: 10
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/6/2024)
RR
Alaska(1/6/2024)
RR
Arizona(11/9/2022)
RR
Arkansas(1/6/2024)
RR
California(11/9/2022)
RR
Colorado(1/6/2024)
RR
Connecticut(11/9/2022)
RR
Delaware(11/9/2022)
RR
District of Columbia(11/9/2022)
RR
Florida(11/9/2022)
RR
Georgia(11/9/2022)
RR
Hawaii(1/6/2024)
RR
Idaho(1/6/2024)
RR
Illinois(9/29/2023)
RR
Indiana(1/6/2024)
RR
Iowa(1/6/2024)
RR
Kansas(1/6/2024)
RR
Kentucky(1/6/2024)
RR
Louisiana(1/6/2024)
RR
Maine(1/6/2024)
RR
Maryland(11/9/2022)
RR
Massachusetts(11/9/2022)
RR
Michigan(11/9/2022)
RR
Minnesota(1/6/2024)
RR
Mississippi(1/6/2024)
RR
Missouri(1/6/2024)
RR
Montana(11/9/2022)
RR
Nebraska(1/6/2024)
RR
Nevada(1/6/2024)
RR
New Hampshire(1/6/2024)
RR
New Jersey(11/9/2022)
RR
New Mexico(1/6/2024)
RR
New York(11/9/2022)
IAR
New York(3/31/2025)
RR
North Carolina(11/9/2022)
RR
North Dakota(1/6/2024)
RR
Ohio(1/6/2024)
RR
Oklahoma(1/6/2024)
RR
Oregon(1/6/2024)
RR
Pennsylvania(11/9/2022)
RR
Puerto Rico(1/6/2024)
RR
Rhode Island(1/6/2024)
RR
South Carolina(11/9/2022)
RR
South Dakota(1/6/2024)
RR
Tennessee(11/9/2022)
RR
Texas(1/6/2023)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2024)
RR
Vermont(1/6/2024)
RR
Virginia(11/9/2022)
RR
Washington(11/9/2022)
RR
West Virginia(1/6/2024)
RR
Wisconsin(1/6/2024)
RR
Wyoming(1/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/16/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Rockville Centre, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
