Samuel Burns, financial advisor Sherborn MA

Samuel Burns

CRD Number: 4866897
Current Firm: Mill Street Research

Samuel Burns (CRD# 4866897) is an Investment Advisor Representative working at Mill Street Research in Sherborn, MA and has over 19 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Sherborn MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Sherborn MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Sherborn MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Professional Designations
Company Name Location Dates Years
Mill Street Research LLC Sherborn, MA Feb 2016 - Current 8
Oppenheimer & Company Inc. New York, NY Jan 2013 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
Contact Info for Samuel E. Burns
Phone Number: 508-655-1896
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Publication of periodicals or newsletters
Types of Clients
Registered States

MA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.