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IB

Ian C. Burdette

ACADEMY SECURITIES
Palm Beach Gardens, FL 33410
Some features on this profile are disabled
CRD#: 2648597
IB

Professional summary

Ian Christopher Burdette CFA, who also goes by Ian Chistopher Burdette Cfa, Ian Chistopher Burdette, Ian Christopher Burdette, is a registered financial professional currently at ACADEMY SECURITIES, INC. located in Palm Beach Gardens, Florida.

Ian is registered as a RR (Registered Representative) and started their career in finance in 1998. Ian has worked at 9 firms and has passed the Series 63, Series 79TO, Series 52TO, SIE, Series 3, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ian Chistopher Burdette Cfa | Ian Chistopher Burdette | Ian Christopher Burdette

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 Ian Christopher Burdette CFA's 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

February 4, 2020 - Present

ACADEMY SECURITIES, INC.

Office #1: 3801 Pga Boulevard Suite 600, Office 607, Palm Beach Gardens, FL 33410
BD
CRD#: 17433
Palm Beach Gardens, FL
Past

June 6, 2018 - January 31, 2020

TRIBAL CAPITAL MARKETS, LLC

BD
CRD#: 38901
Summit, NJ
Past

July 6, 2011 - June 18, 2018

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY
Past

November 1, 2010 - April 6, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 9, 2009 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

May 22, 2007 - February 9, 2009

MERRILL LYNCH GOVERNMENT SECURITIES INC.

BD
CRD#: 19693
NEW YORK, NY
Past

June 15, 2005 - May 3, 2007

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

April 6, 1998 - June 8, 2005

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

February 23, 1998 - April 1, 1998

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
California
(8/24/2021)
RR
Florida
(11/1/2021)
RR
Missouri
(1/4/2024)
RR
New Mexico
(9/18/2024)
RR
New York
(2/4/2020)
RR
Oregon
(3/18/2022)
RR
Texas
(5/20/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 4/20/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/6/2000
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/19/2019
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/28/2014
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ACADEMY SECURITIES, INC.
ACADEMY ASSET MANAGEMENT | STERLING INVESTMENT SERVICES, INC. | LASALLE BROKERAGE SERVICES, INC. | ACADEMY SECURITIES, INC.

CRD#: 17433 / SEC#: , 8-35173

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

Main Address
622 3rd Avenue 12th Floor, New York, NY 10017
Mailing Address
622 3rd Avenue 12th Floor, New York, NY 10017
Phone number
(646) 736-3995
Established
Delaware since 11/07/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MIMS, RONALD CHANCECHAIRMAN, CEO5637540
GRAHAM, ANTHONY RFINOP4959159
GRAHAM, ANTHONY RPRINCIPAL OPERATIONS OFFICER4959159
GRAHAM, ANTHONY RPRINCIPAL FINANCIAL OFFICER4959159
GRAHAM, ANTHONY RCOO4959159
MCCONKEY, PHILIP JOSEPHVICE CHAIRMAN3253139
WILCOX, SPENCER HAMILTONPRESIDENT5802885
BOYD, MICHAEL BARTOWCHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL,REGISTERED OPTIONS PRINCIPAL, AML OFFICER2557814

Disclosures

Regulatory Event1

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

ACADEMY SECURITIES, INC.

CRD#: 17433Palm Beach Gardens, FL 33410

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