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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

ALISSA LAUREN BURWICK

Advisor at STRATEGIC ADVISERS LLC

CHESTNUT HILL, MA | BOSTON, MA

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Search this name across graphsid dfx:ria:2bc3ac58-ba32-080d-6b10-7ade1dde319e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 31, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jan 31, 2003
First registration: Jan 11, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 4548110

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	BOSTON, MA\|CHESTNUT HILL, MA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 12, 2020	Mar 31, 2025	no	CHESTNUT HILL, MA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 14, 2013	Mar 4, 2020	no	Chestnut Hill, MA\|HINGHAM, MA\|Boston, MA\|Boston, MA	Previous registration
BTS ASSET MANAGEMENT, INC.	Independent wealth	Jan 11, 2008	May 3, 2013	no	LINCOLN, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 4, 2020	Mar 12, 2020	8	Firm change	Ibd to ibd
BTS ASSET MANAGEMENT, INC.	CHARLES SCHWAB & CO., INC.	May 3, 2013	May 14, 2013	11	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 12, 2020 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 14, 2013 to Mar 4, 2020factForm ADV
→ BTS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 11, 2008 to May 3, 2013factForm ADV

Dated events

No dated event names this entity yet.