RB
Robert P. Burns
KESTRA ADVISORY SERVICES
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 1179306
RB
Professional summary
Robert Parsons Burns is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Boston, Massachusetts and KESTRA INVESTMENT SERVICES, LLC located in Boston, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Residential Real Estate Rental Investment Related: No Address: 3 Little River Way Kennebunk ME 04043 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 1/1/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: rental real estate Business Name: NFP Corporate Services NY LLC Investment Related: Yes Address: 265 Franklin St Boston MA 02110 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: VP Start Date: 9/1/2012 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: insurance and benefits Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: 200 Salem 44 Charter Condominium Assoc Investment Related: No Address: 200 Salem Boston MA 02113 Nature of Business: Other Other/None of the Above oversee budgetary and maintenance concerns of the complex Position, Title or Relationship: trustee Start Date: 6/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: oversee budgetary and maintenance concerns of the complex Business Name: Robert Burns Investment Related: No Address: 3 Little River Way Kennebunk ME 04043 Nature of Business: Real Estate Position, Title or Relationship: co owner Start Date: 11/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: collect and pay taxes Business Name: Crescent Surf Family LLC Investment Related: Yes Address: 24 Crescent Surf Kennebunk ME 04043 Nature of Business: Real Estate Position, Title or Relationship: Manager Start Date: 6/29/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assist with managing home Business Name: FINANCIAL ARCHITECTS PARTNERS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 09/01/2022 ADDRESS: 265 Franklin St, 1102, Boston MA 02110 DESCRIPTION: sell and service insurance programs for individuals and business Business Name: NFP POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 265 Franklin St, Su 1900, Boston MA 02110 DESCRIPTION: Assisting clients with settling life polices Business Name: LOT 66-42 LLC POSITION: Manager/Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2023 ADDRESS: 3 Little River Way, Kennebunk ME 04043-7438 DESCRIPTION: manage and pay real estate taxes
CRS (Client Relationship Summary) - RIA
Click below to view Robert Parsons Burns's 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®
NoneExperience
Current
May 9, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 265 Franklin St. Suite 1901, Boston, MA 02110RIA
CRD#: 283330
BOSTON, MA
Current
December 2, 1997 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 265 Franklin St. Suite 1901, Boston, MA 02110BD
CRD#: 42046
BOSTON, MA
Past
March 23, 2016 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BOSTON, MA
Past
March 1, 1996 - December 4, 1997
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
October 4, 1983 - March 1, 1996
G. R. PHELPS & CO., INC.
BD
CRD#: 173
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
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
RR
Arizona(4/30/2020)
RR
California(12/5/1997)
RR
Connecticut(12/2/1997)
RR
District of Columbia(3/6/2009)
RR
Florida(8/11/2008)
RR
Illinois(3/6/2009)
RR
Maine(12/2/1997)
RR
Massachusetts(12/2/1997)
IAR
Massachusetts(5/9/2016)
RR
Michigan(3/6/2009)
RR
New Hampshire(12/2/1997)
RR
New York(12/2/1997)
RR
Pennsylvania(3/31/1999)
RR
Rhode Island(6/13/2022)
RR
South Carolina(9/14/2023)
RR
Texas(7/28/2003)
RR
Wisconsin(6/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Boston, MA 02110TRUST BUT VERIFY
Monitor Robert Burns
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
