SB
Scott R. Burbank
RETIREMENT PLAN ADVISORS
SOUTH GLASTONBURY, CT
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CRD#: 1834680
SB
Professional summary
Scott Robert Burbank, ChFC®, CLU® is a registered financial advisor currently at RETIREMENT PLAN ADVISORS, LLC located in South Glastonbury, Connecticut and CAMBRIDGE INVESTMENT RESEARCH, INC. located in South Glastonbury, Connecticut.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Scott has worked at 5 firms and has passed the Series 63, SIE, Series 7 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.
1) RETIREMENT PLAN ADVISORS, 129 Southmill Drive, Glastonbury, CT 06073 11/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 12/YR - 12/TRADING. 2) RETIREMENT PLAN ADVISORS LLC, 29. E. Madison, STE 500, CHICAGO, IL, 60602 2/2012 AS ADVISORY REP OF A RIA. INV REL - 5/MO - 5/TRADING. 3) SCOTT R BURBANK, 129 South Mill Drive, South Glastonbury CT 06073, 03/05/2024, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO, 2 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Robert Burbank'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®
Experience
Current
February 29, 2012 - Present
RETIREMENT PLAN ADVISORS, LLC
RIA
CRD#: 122758
SOUTH GLASTONBURY, CT
Current
February 21, 2012 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
South Glastonbury, CT
Past
January 1, 2009 - August 26, 2011
TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.
BD
CRD#: 37819
BLOOMFIELD, CT
Past
August 2, 1990 - January 1, 2009
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
BLOOMFIELD, CT
Past
May 25, 1988 - June 8, 1990
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
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".
RP
RETIREMENT PLAN ADVISORS, LLC
RETIREMENT PLAN ADVISORS, LLC
CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - (7/14/2004 Approved)Arizona
Registered Investment Advisory firm - (8/2/2004 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2006 Terminated)Iowa
Registered Investment Advisory firm - (8/2/2004 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2005 Terminated)Missouri
Registered Investment Advisory firm - (8/2/2004 Terminated)Nevada
Registered Investment Advisory firm - (8/2/2004 Terminated)Texas
Registered Investment Advisory firm - (7/28/2004 Terminated)Wisconsin
Registered Investment Advisory firm - (2/11/2003 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.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
Connecticut(2/21/2012)
IAR
Connecticut(2/29/2012)
RR
Florida(10/4/2016)
RR
Maine(1/17/2023)
RR
Massachusetts(3/29/2018)
RR
New Hampshire(8/13/2012)
RR
North Carolina(8/16/2024)
RR
South Carolina(5/30/2024)
RR
Tennessee(6/25/2021)
RR
Vermont(5/14/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RP
RETIREMENT PLAN ADVISORS, LLC
RETIREMENT PLAN ADVISORS, LLC
CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - (7/14/2004 Approved)Arizona
Registered Investment Advisory firm - (8/2/2004 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2006 Terminated)Iowa
Registered Investment Advisory firm - (8/2/2004 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2005 Terminated)Missouri
Registered Investment Advisory firm - (8/2/2004 Terminated)Nevada
Registered Investment Advisory firm - (8/2/2004 Terminated)Texas
Registered Investment Advisory firm - (7/28/2004 Terminated)Wisconsin
Registered Investment Advisory firm - (2/11/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
29 E. Madison St. Suite 500, Chicago, IL 60602-3205
Mailing Address
Phone number
(312) 701-1100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,148 |
| AUM (Assets Under Management) | $ 1,882,191,054 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
