Shirley A. Burrows

VAN HULZEN FINANCIAL ADVISORS

El Dorado Hills, CA 95762

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CRD#: 1728308

Professional summary

Shirley Anne Burrows, who also goes by Shirley Anne Coney, is a registered financial advisor currently at VAN HULZEN FINANCIAL ADVISORS located in El Dorado Hills, California.

Shirley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Shirley has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shirley Anne Coney

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shirley Anne Burrows'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

December 10, 2019 - Present

VAN HULZEN FINANCIAL ADVISORS

Office #1: 4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762

RIA

CRD#: 116632

El Dorado Hills, CA

Past

December 21, 1999 - July 6, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

February 4, 1997 - January 1, 1998

WESSELS, ARNOLD & HENDERSON, L.L.C.

CRD#: 17914

MINNEAPOLIS, MN

Past

March 2, 1995 - January 13, 1997

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

October 19, 1988 - July 13, 1994

MORGAN STANLEY & CO. LLC

CRD#: 8209

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".

VAN HULZEN FINANCIAL ADVISORS

CRD#: 116632 / SEC#: 801-61884

RIA

Registered Investment Advisory firm - (3/14/2003 Approved)

California

Registered Investment Advisory firm - (5/8/2003 Terminated)

Colorado

Registered Investment Advisory firm - (12/31/2002 Terminated)

Texas

Registered Investment Advisory firm - (6/19/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(12/10/2019)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/8/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/14/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/15/1988

General Securities Representative Examination

Current Firm

VAN HULZEN FINANCIAL ADVISORS

CRD#: 116632 / SEC#: 801-61884

RIA

Registered Investment Advisory firm - (3/14/2003 Approved)

California

Registered Investment Advisory firm - (5/8/2003 Terminated)

Colorado

Registered Investment Advisory firm - (12/31/2002 Terminated)

Texas

Registered Investment Advisory firm - (6/19/2003 Terminated)

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Contact information

Main Address

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762

Mailing Address

Phone number

(916) 608-4284

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VAN HULZEN ADV PART 2A (5/20/2025)

Regulatory assets under management

Total Number of Accounts	2,701
AUM (Assets Under Management)	$ 1,859,922,004

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

Shirley A. Burrows

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shirley Anne Burrows's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY DW INC.

WESSELS, ARNOLD & HENDERSON, L.L.C.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

VAN HULZEN FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2019

Series 63

Date: 12/14/1995

Series 7

Date: 10/15/1988

Current Firm

VAN HULZEN FINANCIAL ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VAN HULZEN FINANCIAL ADVISORS

TRUST BUT VERIFY

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