MANDI BURGESS is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-05-31 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-08-15 | 2022-09-27 | — |
| EMPOWER ADVISORY GROUP, LLC | 2021-09-30 | 2021-10-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-11-13 | 2019-09-19 | — |