Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
24yrs
Alissa Lauren Burwick
Financial advisor at Strategic Advisers
At a glance
Experience24 years (since 2003)
How that compares ?Top 9% by experience at Strategic Advisers
OfficeBoston, MA
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2020Charles Schwab & CO., Inc.Previously
- 2008 – 2013BTS Asset Management, Inc.Previously
Questions to ask Alissa
Tailored to Alissa’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alissa
How do I contact Alissa?
Call Strategic Advisers at 617-563-7000 and ask for Alissa Lauren Burwick. Alissa works from the Boston, MA office.
How long has Alissa been a financial advisor?
Alissa has been in the industry since 2003, about 24 years. Top 9% by experience at Strategic Advisers.
What licenses does Alissa hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alissa a fiduciary?
Alissa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alissa paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Alissa for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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