Eileen M. Burns
Professional summary
Eileen M Burns, who also goes by Eileen Marie Burns, Eileen Burns, Eileen M Burns, Eileen Marie Clark, Eileen M Clark, Eileen Clark, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Neptune, New Jersey and CETERA WEALTH SERVICES, LLC located in Neptune, New Jersey.
Eileen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Eileen has worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eileen M Burns's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3311 Route 33, Neptune, NJ 07753September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3311 Route 33 Suite 100, Neptune, NJ 07753March 21, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
March 18, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
July 23, 2020 - March 28, 2022
OPPENHEIMER & CO. INC.
July 22, 2020 - March 28, 2022
OPPENHEIMER & CO. INC.
February 4, 2020 - May 8, 2020
FORESTERS FINANCIAL SERVICES, INC.
September 7, 1990 - September 15, 2004
ALLIANCEBERNSTEIN INVESTMENTS, INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/5/2025)
(9/5/2025)
Exams
Series 7TO
Date: 2/4/2020
General Securities Representative ExaminationFINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Neptune, NJ 07753TRUST BUT VERIFY
Monitor Eileen Burns
Get automatic monthly alerts on:
