Charles J. Burns
Professional summary
Charles J Burns, who also goes by Chad Burns, Charles Joseph Burns Jr, Charles J Burns Jr, is a registered financial advisor currently at BAY HILL CAPITAL MANAGEMENT USA, LLC located in Santa Rosa Beach, Florida.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Charles has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles J Burns's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2017 - Present
BAY HILL CAPITAL MANAGEMENT USA, LLC
October 14, 2015 - April 8, 2016
TRIAD ADVISORS LLC
October 5, 2015 - April 20, 2017
BERKELEY CAPITAL PARTNERS, LLC
February 1, 2013 - September 21, 2015
MORGAN STANLEY
December 14, 2012 - September 21, 2015
MORGAN STANLEY
May 10, 2005 - February 2, 2012
TRUIST SECURITIES, INC.
February 25, 1993 - February 20, 2002
TD AMERITRADE, INC.
August 17, 1992 - October 22, 1992
F.N. WOLF & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/13/2017)
(4/6/2017)
(3/9/2021)
Exams
Series 8
Date: 12/23/1994
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
BAY HILL CAPITAL MANAGEMENT USA, LLC
CRD#: 287897 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 54,359,000 |
Red Flags
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