Chad D. Burt
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
OLATHE, KS
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CRD#: 2937253
Professional summary
Chad D Burt, CFP®, who also goes by Chad Douglas Burt, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Olathe, Kansas and FIDELITY BROKERAGE SERVICES LLC located in Overland Park, Kansas.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Chad has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Wealth Management Advisor, I help families create a comprehensive set of personalized wealth plans designed for the growth, preservation and transfer of their wealth over generations. When away from the office, I coach baseball and softball teams for my three children and appreciate spending time with my family here and on our farm. My dedication, passion and experience are evident as I partner with you and your family navigating your wealth management journey.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Chad Douglas Burt
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 Chad D Burt'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®
CFP®
Start date: 2007
Education
Rockhurst University
Master of Business Administration (MBA) - Economics-Finance
2001
Bethany College
Bachelor of Arts (BA) - Economics
1997
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11200 Nall Avenue, Overland Park, KS 66211-1233RIA
CRD#: 104555
OLATHE, KS
Current
August 21, 2000 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11200 Nall Avenue, Overland Park, KS 66211BD
CRD#: 7784
Overland Park, KS
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OVERLAND PARK, KS
Past
March 13, 2001 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
OVERLAND PARK, KS
Past
September 24, 1998 - July 3, 2000
AMERICAN CENTURY BROKERAGE, INC.
BD
CRD#: 42846
KANSAS CITY, MO
Past
January 15, 1998 - July 3, 2000
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
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(3/22/2017)
RR
Alaska(3/22/2017)
RR
Arizona(1/4/2008)
RR
Arkansas(11/17/2020)
IAR
Arkansas(3/31/2025)
RR
California(1/30/2015)
RR
Colorado(2/19/2009)
RR
Connecticut(11/17/2020)
RR
Delaware(11/17/2020)
RR
District of Columbia(11/17/2020)
RR
Florida(1/4/2008)
RR
Georgia(5/20/2014)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(3/22/2017)
RR
Indiana(11/17/2020)
RR
Iowa(8/21/2000)
RR
Kansas(8/21/2000)
IAR
Kansas(3/31/2025)
RR
Kentucky(11/17/2020)
RR
Louisiana(8/15/2016)
RR
Maine(1/4/2005)
RR
Maryland(3/22/2017)
RR
Massachusetts(11/17/2020)
RR
Michigan(1/5/2016)
RR
Minnesota(3/22/2017)
RR
Mississippi(11/17/2020)
RR
Missouri(8/22/2000)
IAR
Missouri(3/31/2025)
RR
Montana(11/17/2020)
RR
Nebraska(8/21/2000)
RR
Nevada(1/4/2005)
RR
New Hampshire(11/17/2020)
RR
New Jersey(11/17/2020)
RR
New Mexico(11/17/2020)
RR
New York(3/22/2017)
RR
North Carolina(11/17/2020)
RR
North Dakota(11/17/2020)
RR
Ohio(3/23/2017)
RR
Oklahoma(11/17/2020)
IAR
Oklahoma(3/31/2025)
RR
Oregon(3/22/2017)
RR
Pennsylvania(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(3/22/2017)
RR
Texas(1/4/2008)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(3/22/2017)
RR
Virginia(3/22/2017)
RR
Washington(3/22/2017)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General 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 Private Wealth Management AdvisorCRD#: 104555Olathe, KSTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
