Stephanie Burdett

CRD 5043004 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Stephanie Rae Burdett; Stephanie Rae Goulet; Stephanie Rae Gourt

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 10Series 9SIESeries 7Series 6
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 12
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Manville, RI · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Manville, RI · BD capacity

Mar 21, 2022 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Mar 23, 2022 → Mar 31, 2025
Citizens Securities, Inc.
BD capacity

May 7, 2019 → Mar 10, 2022
Citizens Investment Services
IA capacity

May 7, 2019 → Mar 10, 2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

May 2, 2018 → Apr 15, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Feb 6, 2018 → Apr 15, 2019
Santander Securities LLC
BD capacity

Aug 4, 2015 → Jan 23, 2018
Park Avenue Securities LLC
BD capacity

May 1, 2014 → May 1, 2015

Source & corrections

Where this page comes from

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.