Christopher D. Burton

TRUIST ADVISORY SERVICES

PITTSBURGH, PA 15222

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CRD#: 2166232

Professional summary

Christopher D. Burton, who also goes by Chris Burton, Christopher Derek Burton, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Pittsburgh, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Pittsburgh, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Christopher has worked at 16 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Burton | Christopher Derek Burton

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 Christopher D. Burton'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 12, 2024 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 603 Stanwix St Ms: 15b-0011, Pittsburgh, PA 15222

RIA

CRD#: 283390

PITTSBURGH, PA

Current

December 11, 2024 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 603 Stanwix St Fl 18, Pittsburgh, PA 15222

CRD#: 17499

PITTSBURGH, PA

Past

February 12, 2024 - November 29, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Pittsburgh, PA

Past

January 16, 2020 - November 29, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

Pittsburgh, PA

Past

April 29, 2016 - January 6, 2020

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

Pittsburgh, PA

Past

April 29, 2016 - January 6, 2020

OSAIC INSTITUTIONS, INC.

CRD#: 35371

Pittsburgh, PA

Past

May 9, 2014 - October 16, 2015

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

PITTSBURGH, PA

Past

May 9, 2014 - October 16, 2015

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

PITTSBURGH, PA

Past

October 14, 2011 - May 16, 2014

FIFTH THIRD SECURITIES, INC.

CRD#: 628

PITTSBURGH, PA

Past

September 27, 2011 - May 16, 2014

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

PITTSBURGH, PA

Past

November 9, 2010 - May 22, 2012

CMG CAPITAL MANAGEMENT GROUP, INC.

RIA

CRD#: 110750

MALVERN, PA

Past

September 23, 2009 - September 15, 2010

WALDRON PRIVATE WEALTH

RIA

CRD#: 131063

BRIDGEVILLE, PA

Past

September 3, 2009 - February 10, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

BRIDGEVILLE, PA

Past

September 3, 2009 - February 10, 2011

LPL FINANCIAL LLC

CRD#: 6413

BRIDGEVILLE, PA

Past

April 11, 2006 - July 15, 2009

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 109771

PITTSBURGH, PA

Past

April 11, 2006 - July 15, 2009

NEWEDGE SECURITIES, LLC

CRD#: 10674

PITTSBURGH, PA

Past

March 7, 2005 - April 10, 2006

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

CLEVELAND, OH

Past

March 2, 2005 - April 10, 2006

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

January 23, 2003 - January 14, 2005

PNC CAPITAL MARKETS LLC

CRD#: 15647

PITTSBURGH, PA

Past

August 15, 1995 - August 28, 1997

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Past

August 8, 1991 - April 23, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

August 8, 1991 - April 23, 1992

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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.

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

Pennsylvania
(12/12/2024)

IAR

Pennsylvania
(12/12/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/16/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/18/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/14/1995

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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

Christopher D. Burton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher D. Burton's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

CMG CAPITAL MANAGEMENT GROUP, INC.

WALDRON PRIVATE WEALTH

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

NEWEDGE SECURITIES, LLC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

PNC CAPITAL MARKETS LLC

FEDERATED SECURITIES CORP.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2024

Series 66

Date: 12/16/2002

Series 63

Date: 8/18/1995

SIE

Date: 10/1/2018

Series 7

Date: 1/20/2003

Series 6

Date: 8/14/1995

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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