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AS

Anton V. Schutz

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CRD#: 2006271
AS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anton Villars Schutz, who also goes by Anton Schutz, was a registered financial professional .

Anton is a previously registered financial professional and started their career in finance in 1994. Anton had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 3, Series 7, Series 52 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anton Schutz

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 7, 2009 - February 22, 2016

BURNHAM SECURITIES INC.

BD
CRD#: 22549
NEW YORK, NY
Past

July 23, 2002 - July 12, 2007

MOORS & CABOT, INC.

BD
CRD#: 594
ROCHESTER, NY
Past

March 9, 2002 - August 1, 2002

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

July 6, 2000 - March 9, 2002

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

April 30, 1997 - June 30, 2000

BURNHAM SECURITIES INC.

BD
CRD#: 22549
NEW YORK, NY
Past

June 5, 1996 - May 30, 1997

GRAYSON FINANCIAL LLC

BD
CRD#: 11764
RED BANK, NJ
Past

January 20, 1994 - August 21, 1996

J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.

BD
CRD#: 20989
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/20/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/30/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BS
BURNHAM SECURITIES INC.
ABNER ASSET MANAGEMENT INC. | BURNHAM SECURITIES INC. | BURNHAM SECURITIES INC

CRD#: 22549 / SEC#: 801-65646, 8-39788

BD
Terminated by SEC on 07/09/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/18/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/20/2015)

Direct owners and executive officers


NamePositionCRD#
BURNHAM FINANCIAL GROUPHOLDING COMPANY
BURNHAM, JON MICHAELCHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR36159
SHEEHAN, WILLIAM NOLANFINOP730184
SHEEHAN, WILLIAM NOLANROSFP, FINOP, CHIEF COMPLIANCE OFFICER, COO730184

Disclosures


Regulatory Event6

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


BURNHAM SECURITIES INC.

CRD#: 22549

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