Steven Burnett, financial advisor Norwich VT
93 score

Steven Burnett

CRD Number: 4458946
Current Firm: Cambridge Investment Research Advisors, Inc.

Steven Burnett (CRD# 4458946) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwich, VT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors Inc. Fairfield, IA Mar 2012 - Current 4
Cambridge Investment Research Inc. Fairfield, IA Mar 2012 - Current 4
Unemployed North Grundy, CT Jan 2012 - Mar 2012 < 1
Stancorp Investment Advisers, Inc. Farmington, CT Jan 2007 - Dec 2011 4
Stancorp Equities, Inc. Farmington, CT Jan 2007 - Dec 2011 4
Invesmart Advisors, Inc. Portland, ME Nov 2004 - Jan 2007 2
Invesmart Securities, LLC Woburn, MA Jul 2004 - Jan 2007 2
Invesmart, Inc. Woburn, MA Jul 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S66 NASAA Uniform Combined State Law Examination Nov 2004
Contact Info for Steven T. Burnett
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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