Robert Mark Burnat
Professional Summary
Robert Mark Burnat, who also goes by Robert M Burnat, is a registered financial advisor currently at THE BANK STREET GROUP L.L.C. located in Stamford, Connecticut and JANSSEN PARTNERS, INC. located in Fairfield, Iowa. Robert is registered as a RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 17 firms and has passed the Series 99TO, SIE, Series 7 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert M Burnat
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
MALLORY CAPITAL GROUP, LLC
Contact Information
Main Address
62 Deepwood Road, Ste. 204, Darien, CT 06820Mailing Address
62 Deepwood Road, Ste. 204, Darien, CT 06820Phone Number
(203) 655-1571Established
Connecticut since 12/27/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Mark Burnat's CRS (Customer Relationship Summary).
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