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Christopher Vincent Burr

STEADY RETURNS
PORT ST. LUCIE, FL
·CRD# 2893358·24 years experience

Professional Summary

Christopher Vincent Burr, who also goes by Chris Burr, is a registered financial advisor currently at STEADY RETURNS located in Port St. Lucie, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Christopher has worked at 8 firms and has passed the Series 66, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Burr

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

24 years in the financial services industry

Current & Past Employments

STEADY RETURNS·CRD# 166834
RIA
Port St. Lucie, FL
May 31, 2013 - Present
AMERICAN PORTFOLIOS ADVISORS, INC·CRD# 112697
RIA
Holbrook, NY
July 7, 2009 - January 8, 2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.·CRD# 18487
BD
Delray Beach, FL
October 30, 2007 - October 1, 2013
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Des Moines, IA
September 19, 2001 - December 31, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
June 6, 2000 - June 28, 2001
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
June 6, 2000 - June 28, 2001
ROBERT W. BAIRD & CO. INCORPORATED·CRD# 8158
BD
Milwaukee, WI
February 9, 2000 - June 19, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Milwaukee, WI
November 24, 1997 - June 19, 2000

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Current Firm

SR
STEADY RETURNS

STEADY RETURNS | STEADY RETURNS, LLC

CRD#: 166834 / SEC#: 801-121868
RIA
Registered Investment Advisory firm - SEC (7/29/2021 Approved)
Arizona
Registered Investment Advisory firm - Arizona (8/6/2021 Terminated)
Florida
Registered Investment Advisory firm - Florida (8/6/2021 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/9/2021 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (8/9/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/6/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Port St. Lucie, FL

Phone Number

(561) 400-5970

# of Employees

3

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV APPENDIX - WRAP FEE BROCHURE (2/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

537

AUM (Assets Under Management)

$159,845,985

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1.INDEPENDENT INSURANCE AGENT THROUGH AMERICAN PORTFOLIOS OFFICE, 20 HOURS OF WORK SCATTERED THROUGHOUT THE MONTH CONSISTING OF INSURANCE FACT-FINDING AND PROCESSING 2.STEADY RETURNS LLC - REGISTERED INVESTMENT ADVISORY FIRM; COO (10% OWNER). START DATE: 05/2013; DEVOTES 160 HRS PER MONTH; 120 HRS DURING MARKET HRS. 7/5/13 TREASURE COAST COLLEGE PLANNING COLLEGE PLANNING PROGRAM NON SECURITIES RELATED DEVOTES 2 HRS PER MONTH. 09/20/11 CHRISTOPHER VINCENT BURR IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. STEADY RETURNS, LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT, INCLUDING THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF STEADY RETURNS, LLC IN SUCH INDIVIDUAL'S OUTSIDE CAPACITIES.

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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".
SR
STEADY RETURNS

STEADY RETURNS | STEADY RETURNS, LLC

CRD#: 166834 / SEC#: 801-121868
RIA
Registered Investment Advisory firm - SEC (7/29/2021 Approved)
Arizona
Registered Investment Advisory firm - Arizona (8/6/2021 Terminated)
Florida
Registered Investment Advisory firm - Florida (8/6/2021 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/9/2021 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (8/9/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/6/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(6/19/2013)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2009About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Apr 2009About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2007About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Vincent Burr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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