Holly Burke-Adams

CRD 5072498 · Fidelity Brokerage Services LLC · Greenwood Village, CO

IA RegisteredBroker

Also appears in the source record as: Holly M Burke; Holly Marie Burke; Holly Marie Burke-Adams

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): Series 65Series 63Series 9Series 10Series 24Series 26SIESeries 7Series 6
Registered states (2): Colorado · Texas
Years in the industry (source record): 20
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
Greenwood Village, CO · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Denver, CO · BD capacity

Jun 29, 2018 → present
Fidelity Brokerage Services LLCCurrent
Greenwood Village, CO · BC capacity

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

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Jul 3, 2018 → Jul 13, 2018
Charles Schwab & Co., Inc.
BD capacity

Apr 28, 2016 → Oct 3, 2017
Charles Schwab & Co., Inc.
IA capacity

Apr 28, 2016 → Oct 3, 2017
Curian Capital, LLC
IA capacity

Jul 9, 2014 → Mar 21, 2016
Curian Clearing, LLC
BD capacity

Aug 30, 2010 → Mar 21, 2016
Jackson National Life Distributors LLC
BD capacity

Jan 30, 2006 → Aug 11, 2010

Source & corrections

Where this page comes from

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