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Eric G. Burstock
TREK FINANCIAL
WINCHESTER, VA 22602
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CRD#: 1586260
EB
Professional summary
Eric Gary Burstock is a registered financial advisor currently at TREK FINANCIAL located in Winchester, Virginia.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Eric has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 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.
1. ERIC G BURSTOCK. INSURANCE-ANNUITY SALES. NON- INVESTMENT RELATED. FRANCHISE SALES AND DEVELOPMENT SALES. INVESTMENT RELATED. FINCANICAL SERVICES SALES. NON INVESTMENT RELATED. 01/2000- CURRENT. 2. EGB Tax, tax preparation, Started 01/2023, not investment related, 20 hours per week 3. Burstock & Rogers LLC, owner, invention company, Started 01/2025, not investment related,
CRS (Client Relationship Summary) - RIA
Click below to view Eric Gary Burstock'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
December 12, 2018 - Present
TREK FINANCIAL
Office #1: 119 Creekside Lane, Winchester, VA 22602RIA
CRD#: 109376
WINCHESTER, VA
Past
August 1, 2014 - December 10, 2018
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
WINCHESTER, VA
Past
January 1, 2011 - July 12, 2011
PRESERVATION OF WEALTH, INC.
RIA
CRD#: 119555
WINCHESTER, VA
Past
May 21, 2009 - December 31, 2010
PRESERVATION OF WEALTH, INC.
RIA
CRD#: 119555
WINCHESTER, VA
Past
July 21, 2008 - May 6, 2009
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
RIA
CRD#: 110372
WINCHESTER, VA
Past
April 2, 2003 - February 22, 2008
FINANCIAL DESIGN ASSOCIATES INC
RIA
CRD#: 107905
STINSON BEACH, CA
Past
April 9, 2002 - February 19, 2002
ASSET STRATEGY CONSULTANTS LLC
RIA
CRD#: 110800
SPARKS, MD
Past
February 26, 1991 - November 21, 1995
INVESTORS SECURITY COMPANY, INC.
BD
CRD#: 2331
SUFFOLK, VA
Past
November 25, 1986 - May 23, 1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
November 25, 1986 - May 23, 1990
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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".
TF
TREK FINANCIAL
BAUER & ASSOCIATES, INC. | WITTROCK FINANCIAL GROUP | UTAH SMALL BUSINESS SOLUTIONS | TREK FINANCIAL, LLC | TREK FINANCIAL | STRATEGIC FINANCIAL SERVICES | STRATEGIC BENEFIT SOLUTIONS | STATERA WEALTH MANAGEMENT | PRISM FINANCIAL CONCEPTS | OMNIAVELIS | MANWARING WEALTH MANAGEMENT | INNOVATIVE RETIREMENT PLANNERS, INC. | EMPOWERED FINANCIAL MANAGEMENT | DETRAY INVESTMENT GROUP | DELMER HYDE FINANCIAL GROUP | CLINTON BROWN FINANCIAL | BULWARK CAPITAL MANAGEMENT | BLUELINE FINANCIAL PLANNING | BCJ CAPITAL MANAGEMENT, LLC | BCJ CAPITAL MANAGEMENT | BAUER CAPTAIN & JOHNSON, INC. | BAUER CAPTAIN & ASSOCIATES, INC.
CRD#: 109376 / SEC#: 801-58087
RIA
Registered Investment Advisory firm - (11/15/2000 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.Highlighted states indicate IAR registrations
IAR
Virginia(12/12/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TF
TREK FINANCIAL
BAUER & ASSOCIATES, INC. | WITTROCK FINANCIAL GROUP | UTAH SMALL BUSINESS SOLUTIONS | TREK FINANCIAL, LLC | TREK FINANCIAL | STRATEGIC FINANCIAL SERVICES | STRATEGIC BENEFIT SOLUTIONS | STATERA WEALTH MANAGEMENT | PRISM FINANCIAL CONCEPTS | OMNIAVELIS | MANWARING WEALTH MANAGEMENT | INNOVATIVE RETIREMENT PLANNERS, INC. | EMPOWERED FINANCIAL MANAGEMENT | DETRAY INVESTMENT GROUP | DELMER HYDE FINANCIAL GROUP | CLINTON BROWN FINANCIAL | BULWARK CAPITAL MANAGEMENT | BLUELINE FINANCIAL PLANNING | BCJ CAPITAL MANAGEMENT, LLC | BCJ CAPITAL MANAGEMENT | BAUER CAPTAIN & JOHNSON, INC. | BAUER CAPTAIN & ASSOCIATES, INC.
CRD#: 109376 / SEC#: 801-58087
RIA
Registered Investment Advisory firm - (11/15/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 483-1510
Established
Firm type
Fiscal year end
# of Employees
56
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,057 |
| AUM (Assets Under Management) | $ 2,492,708,552 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
