Joanna B. Burzynska
STRATEGIC ADVISERS LLC | Financial Consultant
MARLBOROUGH, MA
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CRD#: 5961796
Professional summary
Joanna B Burzynska, who also goes by Asia Burzynska, Joanna B Burzynska, Joanna Boguslawa Burzynska, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marlborough, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Framingham, Massachusetts.
Joanna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Joanna has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I partner with Individuals and families to help navigate life's most challenging financial decisions through comprehensive wealth planning. I am committed to develop a deep understanding of my client's goals to ensure that the plan we create serve them and their families for the long term. My core values, business beliefs and planning process are all centered around my clients. I take great pride in utilizing Fidelity' vast resources as I help clients reach for financial stability and comfort.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Asia Burzynska | Joanna B Burzynska | Joanna Boguslawa Burzynska
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.
OBA-117369|OrgNmn:453 Hope St LLC|Org Addr:Fall River,Massachuse,US|OBA Nature:Investment Property|Invst Rel:Y|Title:Manager|Duties:Rental Property|StrtDt:04-01-25|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Joanna B Burzynska'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
Salem State College
Bachelor of Science (BS) - Bussiness Administration
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 405 Cochituate Road, Framingham, MA 01701RIA
CRD#: 104555
MARLBOROUGH, MA
Current
November 30, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 405 Cochituate Road, Framingham, MA 01701BD
CRD#: 7784
Framingham, MA
Past
January 12, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FRAMINGHAM, MA
Past
June 28, 2018 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
CAMBRIDGE, MA
Past
June 19, 2018 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
CAMBRIDGE, MA
Past
September 6, 2016 - June 12, 2018
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
September 6, 2016 - June 12, 2018
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
July 10, 2015 - August 17, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Past
September 30, 2011 - August 16, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BOSTON, 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
California(7/8/2022)
RR
Connecticut(11/30/2020)
RR
Florida(11/30/2020)
RR
Georgia(8/17/2023)
RR
Illinois(7/19/2024)
RR
Maine(11/30/2020)
RR
Maryland(9/9/2022)
RR
Massachusetts(11/30/2020)
IAR
Massachusetts(3/31/2025)
RR
Minnesota(1/3/2025)
RR
Montana(4/16/2025)
RR
New Hampshire(11/30/2020)
RR
New York(11/30/2020)
RR
North Carolina(7/8/2022)
RR
Oregon(6/4/2021)
RR
Rhode Island(11/30/2020)
RR
Tennessee(7/8/2022)
RR
Texas(7/8/2022)
IAR
Texas(3/31/2025)
RR
Vermont(11/30/2020)
RR
Virginia(9/9/2022)
Exams
State Security Law Exam
State Security Law 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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Marlborough, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
