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DB

Debra G. Burnham

PREMIER WEALTH ADVISORS
New York, NY 10018
Some features on this profile are disabled
CRD#: 1172645
DB

Professional summary


Debra Gail Burnham, who also goes by Debra Burnham, Debra Burnham Hyman, is a registered financial advisor currently at PREMIER WEALTH ADVISORS, LLC located in New York, New York.

Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Debra has worked at 6 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Debra Burnham | Debra Burnham Hyman

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. PREMIER WEALTH ADVISORS, LLC.; PORTFOLIO MANAGER; REGISTERED INVESTMENT ADVISOR; START DATE: 2/26/2018; 160 HOURS PER MONTH. 2. THE BURNHAM GROUP; PORTFOLIO MANAGER; DBA; START DATE: 3/28/2018; 160 PER MONTH. 3. US TRUST UWO/ALEXANDER H ARNSTEIN PARA; CO TRUSTEE; FIDUCIARY POSITION; START DATE: 03/04/2019; 4 HOURS PER MONTH. 4. SCARSDALE TRANSFER EDUCATION PLAN (STEP); VOLUNTEER BOARD MEMBER; NON-PROFIT ORGANIZATION; START DATE: 03/04/2019; 4 HOURS PER MONTH. 5. BERNHEIM ARBORETUM AND RESEARCH FOREST TRUST; CO-TRUSTEE; FIDUCIARY POSITION; START DATE: 02/27/2109; 8 HOURS PER MONTH.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Debra Gail Burnham'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 30, 2021 - Present

PREMIER WEALTH ADVISORS, LLC

Office #1: 1411 Broadway 16th Floor, New York, NY 10018
RIA
CRD#: 120358
New York, NY
Past

September 8, 2022 - November 25, 2024

CETERA ADVISORS LLC

BD
CRD#: 10299
NEW YORK, NY
Past

April 12, 2021 - October 20, 2022

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
NEW YORK, NY
Past

March 2, 2018 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
NEW YORK, NY
Past

January 15, 1990 - March 31, 2016

BURNHAM SECURITIES INC.

BD
CRD#: 22549
NEW YORK, NY
Past

November 22, 1983 - October 14, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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".
PW
PREMIER WEALTH ADVISORS, LLC
PREMIER FINANCIAL ADVISORS, INC. | PREMIER WEALTH ADVISORS, LLC

CRD#: 120358 / SEC#: 801-78204

RIA
Registered Investment Advisory firm - (6/27/2013 Approved)
New York
Registered Investment Advisory firm - (6/28/2013 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
New York
(8/30/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 6/26/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/26/1995
General Securities Principal Examination

Current Firm


PW
PREMIER WEALTH ADVISORS, LLC
PREMIER FINANCIAL ADVISORS, INC. | PREMIER WEALTH ADVISORS, LLC

CRD#: 120358 / SEC#: 801-78204

RIA
Registered Investment Advisory firm - (6/27/2013 Approved)
New York
Registered Investment Advisory firm - (6/28/2013 Terminated)
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Contact information


Main Address
1411 Broadway 16th Floor, New York, NY 10018
Mailing Address
Phone number
(212) 752-4343
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (6/25/2025)

Regulatory assets under management


Total Number of Accounts754
AUM (Assets Under Management)$ 523,135,264

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
07/31/2024
Cover Page

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.

Company Information


PREMIER WEALTH ADVISORS, LLC

CRD#: 120358New York, NY 10018

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