Matthew G. Burkart
Professional summary
Matthew Gregory Burkart, CFP®, who also goes by Matt Burkart, Matthew Gregory Burkart, Matt Gregory Burkart, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saint Charles, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Matthew has worked at 10 firms and has passed the Series 66, SIE, Series 34, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Gregory Burkart's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
April 8, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262April 25, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 1, 2021 - August 4, 2021
LARSON FINANCIAL GROUP, LLC
June 1, 2021 - August 4, 2021
LARSON FINANCIAL SECURITIES, LLC
November 7, 2018 - January 6, 2021
TD AMERITRADE, INC.
November 7, 2018 - January 6, 2021
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
September 19, 2017 - January 6, 2021
TD AMERITRADE, INC.
February 8, 2017 - February 26, 2018
SCOTTRADE, INC.
February 24, 2014 - January 21, 2016
VSR FINANCIAL SERVICES, INC.
February 24, 2014 - January 21, 2016
VSR FINANCIAL SERVICES, INC.
February 14, 2012 - December 20, 2012
EQUITABLE ADVISORS, LLC
November 3, 2011 - December 20, 2012
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
New York Stock Exchange
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.
