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BS

Burton P. Street

TRUST INVESTMENT ADVISORS
Indianapolis, IN 46280
Some features on this profile are disabled
CRD#: 2332253
BS

Professional summary

Burton Peter Street is a registered financial advisor currently at TRUST INVESTMENT ADVISORS located in Indianapolis, Indiana and TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC located in Indianapolis, Indiana.

Burton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Burton has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Burton Peter Street'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

July 7, 2020 - Present

TRUST INVESTMENT ADVISORS

Office #1: 301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280
RIA
CRD#: 309233
Indianapolis, IN
Current

January 23, 2025 - Present

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

Office #1: 301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280
RIA
CRD#: 329218
Indianapolis, IN
Past

February 26, 2020 - July 21, 2020

TRUST INVESTMENT ADVISORS

RIA
CRD#: 105330
INDIANAPOLIS, IN
Past

August 22, 2017 - February 7, 2020

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
INDIANAPOLIS, IN
Past

August 22, 2017 - February 7, 2020

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
INDIANAPOLIS, IN
Past

October 1, 2004 - August 30, 2017

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
CHICAGO, IL
Past

August 30, 2004 - August 30, 2017

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
CHICAGO, IL
Past

May 8, 2000 - September 1, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 5, 1994 - May 9, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 31, 1993 - August 23, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 6, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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".
TI
TRUST INVESTMENT ADVISORS
STREET CAPITAL PARTNERS LLC | TRUST INVESTMENT ADVISORS | TIA | STREET CAPITAL PARTNERS, LLC

CRD#: 309233 / SEC#: 801-118875

RIA
Registered Investment Advisory firm - (5/6/2020 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/28/2025)
IAR
Indiana
(7/7/2020)
IAR
Texas
(2/28/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/13/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 7/14/1997
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/5/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 9/10/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

TI
TRUST INVESTMENT ADVISORS
STREET CAPITAL PARTNERS LLC | TRUST INVESTMENT ADVISORS | TIA | STREET CAPITAL PARTNERS, LLC

CRD#: 309233 / SEC#: 801-118875

RIA
Registered Investment Advisory firm - (5/6/2020 Approved)
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Contact information

Main Address
301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280
Mailing Address
Phone number
(317) 253-2000
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 TRUST INVESMENT ADVISORS FORM ADV PARTS 2A & 2B AUGUST (8/19/2025)

Regulatory assets under management

Total Number of Accounts389
AUM (Assets Under Management)$ 208,498,278

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

TRUST INVESTMENT ADVISORS

CRD#: 309233Indianapolis, IN 46280

TRUST BUT VERIFY

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