David Burns, financial advisor New York NY
90 score

David Burns

CRD Number: 5922410
Current Firm: Advice And Planning Services

David Burns (CRD# 5922410) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa New York, NY Jul 2013 - Current 3
Tiaa-cref Individual & Institutional Services, LLC New York, NY Jul 2013 - Current 3
Northwestern Mutual Investment Services, LLC Westfield, NJ Feb 2012 - Jul 2013 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2011 - Jul 2013 1
New York Life Insurance Company Edison, NJ May 2011 - Aug 2011 < 1
Unemployed Westfield, NJ Jul 2010 - Apr 2011 < 1
Fidessa Corporation New York, NY Sep 2006 - Jun 2010 3
Unemployed Westfield, NJ Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for David J. Burns
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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