Catherine Whitney Burns

CRD 6851579 · Strategic Advisers LLC · Morrison, CO

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66Series 7TOSIE
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): 7
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: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (5)

From the source registration record · current first

Strategic Advisers LLCCurrent
Morrison, CO · IA capacity

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

Feb 15, 2021 → present
Fidelity Personal And Workplace Advisors
IA capacity

Mar 4, 2021 → Mar 31, 2025
Morgan Stanley
IA capacity

Oct 9, 2019 → Jan 26, 2021
Morgan Stanley
BD capacity

Mar 28, 2019 → Jan 26, 2021

Source & corrections

Where this page comes from

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