Gregory James Burkus
Professional Summary
Gregory James Burkus, who also goes by Greg Burkus, is a registered financial advisor currently at SHASTA PARTNERS, LLC located in Boston, Massachusetts. Gregory is registered as a RR (Registered Representative) and started their career in finance in 1992. Gregory has worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14, Series 24 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Burkus
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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
34 years in the financial services industry
Current & Past Employments
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Current Firm
SHASTA PARTNERS, LLC
Contact Information
Main Address
100 Cambridge Street 14th Floor, Boston, MA 02114Mailing Address
100 Cambridge Street 14th Floor, Boston, MA 02114Phone Number
(781) 890-6212Established
Delaware since 10/10/2002Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm 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
| Name | Position | CRD# |
|---|---|---|
| BURKUS, GREGORY JAMES | PRESIDENT; CHIEF COMPLIANCE OFFICER | 1855041 |
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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
(12/18/2017)
(3/3/2003)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Dec 2002About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gregory James Burkus's CRS (Customer Relationship Summary).
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