Dennis J. Burd

ENCOMPASS MORE ASSET MANAGEMENT LLC

GREENSBURG, PA

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CRD#: 1112731

Professional summary

Dennis Jay Burd, who also goes by Dennis J Burd, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Greensburg, Pennsylvania and ENCOMPASS MORE INVESTMENTS, LLC located in Danville, California.

Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Dennis has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dennis J Burd

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Burd Financial Group; Not- investment-related;1643 Poplar St., Greensburg PA 15601; Insurance agency; Owner; Start: 01/06/2017; 30 hrs. during securities trading hours; fixed insurance agency. Determine customer needs in various areas of insurance/financial services and provide the appropriate financial products for them. 2) Encompass More Asset Management, LLC; Investment related; 390 Diablo Road, Suite 100, Danville CA 94526; Investment Advisor Representative; Start: 02/2022; 70 hrs./week during trading hours; Provide fee-based investment advisory services to clients. Determine customer needs and goals and design investment strategies for them.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Jay Burd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 31, 2022 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA

CRD#: 322382

GREENSBURG, PA

Current

January 27, 2023 - Present

ENCOMPASS MORE INVESTMENTS, LLC

Office #1: 390 Diablo Road Suite #100, Danville, CA 94526

CRD#: 318438

DANVILLE, CA

Past

March 12, 2019 - November 30, 2022

VERITY ASSET MANAGEMENT

RIA

CRD#: 158667

GREENSBURG, PA

Past

January 16, 2019 - October 1, 2022

VERITY INVESTMENTS, INC.

CRD#: 41527

GREENSBURG, PA

Past

September 18, 2009 - January 15, 2019

QUESTAR CAPITAL CORPORATION

CRD#: 43100

GREENSBURG, PA

Past

April 15, 2005 - October 6, 2009

CETERA WEALTH SERVICES, LLC

CRD#: 13572

GREENSBURG, PA

Past

April 8, 1983 - April 18, 2005

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/28/2023)

California
(1/27/2023)

IAR

Pennsylvania
(8/31/2022)

Pennsylvania
(1/30/2023)

Texas
(2/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/12/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/11/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/7/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/18/1984

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

390 Diablo Rd Suite 100, Danville, CA 94526

Mailing Address

Phone number

(925) 272-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	4,025
AUM (Assets Under Management)	$ 581,910,000

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.

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Advisor Monitoring

Firm Stability Insights

Dennis J. Burd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Jay Burd's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENCOMPASS MORE INVESTMENTS, LLC

VERITY ASSET MANAGEMENT

VERITY INVESTMENTS, INC.

QUESTAR CAPITAL CORPORATION

CETERA WEALTH SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/12/2019

Series 63

Date: 4/11/1983

SIE

Date: 10/1/2018

Series 7

Date: 1/15/2002

Series 6

Date: 4/7/1983

Series 26

Date: 7/18/1984

FINRA

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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