Alissa L. Burwick
STRATEGIC ADVISERS LLC | Financial Consultant
BOSTON, MA
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CRD#: 4548110
Professional summary
Alissa Lauren Burwick, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Chestnut Hill, Massachusetts.
Alissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Alissa has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 9 exams.
Biography
I strive to provide clients with the best opportunity to achieve their financial goals. I believe each client should feel confident knowing they have a trusted advisor who is always working to put their interest first. It is my responsibility to ensure your wealth management strategy is properly aligned with your current and future goals.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
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 Alissa Lauren Burwick'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: 2016
Education
Muhlenberg College
Bachelor of Arts (BA) - Communications- Business Admin
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077RIA
CRD#: 104555
BOSTON, MA
Current
February 22, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 220 Boylston Street Suite C115, Chestnut Hill, MA 02467BD
CRD#: 7784
Chestnut Hill, MA
Past
March 12, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHESTNUT HILL, MA
Past
January 8, 2016 - March 4, 2020
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Chestnut Hill, MA
Past
May 14, 2013 - December 31, 2015
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Chestnut Hill, MA
Past
May 8, 2013 - March 4, 2020
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Chestnut Hill, MA
Past
January 11, 2008 - May 3, 2013
BTS ASSET MANAGEMENT, INC.
RIA
CRD#: 105215
LEXINGTON, MA
Past
November 14, 2006 - May 3, 2013
BTS SECURITIES CORPORATION
BD
CRD#: 8328
LINCOLN, MA
Past
February 2, 2004 - November 14, 2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
ANDOVER, MA
Past
January 2, 2003 - January 27, 2004
BTS SECURITIES CORPORATION
BD
CRD#: 8328
LINCOLN, MA
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
Arizona(10/28/2025)
RR
California(6/4/2021)
RR
Connecticut(10/5/2021)
RR
Delaware(9/8/2020)
RR
District of Columbia(1/3/2025)
RR
Florida(2/12/2021)
RR
Illinois(11/16/2020)
RR
Maine(2/22/2020)
RR
Maryland(4/9/2021)
RR
Massachusetts(2/22/2020)
IAR
Massachusetts(3/31/2025)
RR
New Hampshire(2/22/2020)
RR
New Jersey(4/23/2020)
RR
New York(8/8/2020)
RR
Pennsylvania(9/8/2020)
RR
Rhode Island(8/6/2021)
RR
Texas(8/6/2021)
IAR
Texas(3/31/2025)
RR
Vermont(5/3/2024)
RR
Virginia(3/12/2021)
RR
Washington(11/12/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Boston, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
