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GB

Gordon S. Burrow

FORESIDE FUND SERVICES
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 2361939
GB

Professional summary

Gordon Scott Burrow, who also goes by Gordon Burrow, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Chicago, Illinois.

Gordon is registered as a RR (Registered Representative) and started their career in finance in 1993. Gordon has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gordon Burrow

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) - BD

Click below to view Gordon Scott Burrow'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 22, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 200 West Madison Suite 2610, Chicago, IL 60606
BD
CRD#: 46106
Chicago, IL
Past

June 8, 2021 - January 26, 2024

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
HOUSTON, TX
Past

June 2, 2021 - January 26, 2024

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY
Past

July 26, 2017 - February 24, 2021

NATIXIS ADVISORS, LLC

RIA
CRD#: 106800
Houston, TX
Past

July 24, 2017 - February 24, 2021

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

September 18, 2009 - July 25, 2017

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 138756
BOSTON, MA
Past

September 8, 2009 - July 25, 2017

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

October 30, 2008 - September 9, 2009

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

March 29, 2005 - January 7, 2008

AIM PRIVATE ASSET MANAGEMENT

RIA
CRD#: 109264
HOUSTON, TX
Past

September 14, 1993 - January 7, 2008

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX

State Registrations and Notice Filings

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

RR
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

RR
Alabama
(1/2/2025)
RR
Alaska
(1/2/2025)
RR
Arizona
(1/2/2025)
RR
Arkansas
(7/22/2024)
RR
California
(1/2/2025)
RR
Colorado
(1/2/2025)
RR
Connecticut
(1/2/2025)
RR
Delaware
(1/2/2025)
RR
District of Columbia
(1/2/2025)
RR
Florida
(1/2/2025)
RR
Georgia
(1/2/2025)
RR
Hawaii
(1/2/2025)
RR
Idaho
(1/2/2025)
RR
Illinois
(1/2/2025)
RR
Indiana
(1/2/2025)
RR
Iowa
(1/2/2025)
RR
Kansas
(1/2/2025)
RR
Kentucky
(1/2/2025)
RR
Louisiana
(7/22/2024)
RR
Maine
(1/2/2025)
RR
Maryland
(1/2/2025)
RR
Massachusetts
(1/2/2025)
RR
Michigan
(1/2/2025)
RR
Minnesota
(1/2/2025)
RR
Mississippi
(1/2/2025)
RR
Missouri
(1/2/2025)
RR
Montana
(1/6/2025)
RR
Nebraska
(1/2/2025)
RR
Nevada
(1/2/2025)
RR
New Hampshire
(1/2/2025)
RR
New Jersey
(1/2/2025)
RR
New Mexico
(7/22/2024)
RR
New York
(1/2/2025)
RR
North Carolina
(1/2/2025)
RR
North Dakota
(1/2/2025)
RR
Ohio
(1/7/2025)
RR
Oklahoma
(7/22/2024)
RR
Oregon
(1/2/2025)
RR
Pennsylvania
(1/2/2025)
RR
Puerto Rico
(1/2/2025)
RR
Rhode Island
(1/2/2025)
RR
South Carolina
(1/2/2025)
RR
South Dakota
(1/2/2025)
RR
Tennessee
(1/2/2025)
RR
Texas
(7/22/2024)
RR
Utah
(1/2/2025)
RR
Vermont
(1/2/2025)
RR
Virgin Islands
(1/2/2025)
RR
Virginia
(1/2/2025)
RR
Washington
(1/2/2025)
RR
West Virginia
(1/2/2025)
RR
Wisconsin
(1/2/2025)
RR
Wyoming
(1/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/18/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/1/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/13/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/24/1997
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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

FORESIDE FUND SERVICES, LLC

CRD#: 46106Chicago, IL 60606

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