Paul A. Burdine
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul A Burdine, CFP®, who also goes by Paul Arthur Burdine, was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 1999. Paul had worked at 13 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 9, Series 10, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - October 9, 2025
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 1, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
July 22, 2013 - October 9, 2025
FIDELITY BROKERAGE SERVICES LLC
June 27, 2012 - July 2, 2013
NATIONAL FINANCIAL SERVICES LLC
April 22, 2006 - April 9, 2012
TD AMERITRADE, INC.
December 13, 2005 - April 22, 2006
TD AMERITRADE CLEARING, INC.
January 7, 2004 - October 26, 2005
CHARLES SCHWAB & CO., INC.
January 7, 2004 - October 26, 2005
CHARLES SCHWAB & CO., INC.
June 30, 2003 - December 18, 2003
AMERIPRISE ADVISOR SERVICES, INC.
October 8, 2002 - July 10, 2003
CHOREO, LLC
December 5, 2000 - December 18, 2003
AMERIPRISE ADVISOR SERVICES, INC.
February 10, 2000 - November 24, 2000
MORGAN STANLEY DW INC.
September 27, 1999 - January 19, 2000
LINCOLN INVESTMENT
January 27, 1999 - July 12, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
January 27, 1999 - July 12, 1999
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
