Matthew J. Burger
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew John Burger, who also goes by Matt Burger, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 1983. Matthew had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 6, Series 52 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 25, 2019 - August 4, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 6, 2014 - August 4, 2025
RAYMOND JAMES & ASSOCIATES, INC.
October 3, 2014 - August 4, 2025
RAYMOND JAMES & ASSOCIATES, INC.
May 30, 2008 - July 11, 2014
QUESTAR ASSET MANAGEMENT, INC.
December 1, 2006 - July 11, 2014
QUESTAR CAPITAL CORPORATION
June 2, 2000 - December 1, 2006
USALLIANZ SECURITIES, INC.
January 2, 1997 - June 5, 1998
GROVE POINT INVESTMENTS, LLC
May 4, 1995 - December 11, 1996
BUCKHEAD FINANCIAL CORPORATION
October 31, 1989 - May 4, 1995
GROVE POINT INVESTMENTS, LLC
April 5, 1989 - November 9, 1989
GENEVA SECURITIES,INC.
June 22, 1987 - April 19, 1989
CAREY JAMISON & COMPANY
January 13, 1983 - June 4, 1987
JHM, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RAYMOND JAMES FINANCIAL SERVICES, INC.
CRD#: 6694 / SEC#: , 8-17983
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RAYMOND JAMES FINANCIAL, INC. | OWNER | |
| BARKO, SHAWN JOSEPH | CHIEF COMPLIANCE OFFICER | 2690394 |
| CURTIS, SCOTT | DIRECTOR | 1707935 |
| ELWYN, TASHTEGO SPRING | DIRECTOR | 2319098 |
| GEIS, WILLIAM CHRISTIAN | DIRECTOR | 2171250 |
| GRIGAS CALIGIURI, KARA | PRINCIPAL FINANCIAL OFFICER, FINOP | 2146027 |
| KRUCHTEN, STEPHEN EDWARD | DIRECTOR | 1645287 |
| REID, SHANNON BELVEAL | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | 4815189 |
| RUST, KEITH G | PRINCIPAL OPERATIONS OFFICER | 5915636 |
| SANTELLI, JONATHAN | GENERAL COUNSEL | 6306997 |
Disclosures
| Regulatory Event | 128 |
| Arbitration | 76 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
