CB
Christopher V. Burr
STEADY RETURNS
Port St. Lucie, FL
Some features on this profile are disabled
CRD#: 2893358
CB
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Burr
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Vincent Burr'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®
NoneExperience
Current
May 31, 2013 - Present
STEADY RETURNS
RIA
CRD#: 166834
Port St. Lucie, FL
Past
July 7, 2009 - January 8, 2014
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
October 30, 2007 - October 1, 2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
DELRAY BEACH, FL
Past
September 19, 2001 - December 31, 2002
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
June 6, 2000 - June 28, 2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
June 6, 2000 - June 28, 2001
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
February 9, 2000 - June 19, 2000
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
November 24, 1997 - June 19, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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 - (7/29/2021 Approved)Arizona
Registered Investment Advisory firm - (8/6/2021 Terminated)Florida
Registered Investment Advisory firm - (8/6/2021 Terminated)North Carolina
Registered Investment Advisory firm - (8/9/2021 Terminated)Oklahoma
Registered Investment Advisory firm - (8/9/2021 Terminated)Texas
Registered Investment Advisory firm - (8/6/2021 Terminated)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
Florida(6/19/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SR
STEADY RETURNS
STEADY RETURNS | STEADY RETURNS, LLC
CRD#: 166834 / SEC#: 801-121868
RIA
Registered Investment Advisory firm - (7/29/2021 Approved)Arizona
Registered Investment Advisory firm - (8/6/2021 Terminated)Florida
Registered Investment Advisory firm - (8/6/2021 Terminated)North Carolina
Registered Investment Advisory firm - (8/9/2021 Terminated)Oklahoma
Registered Investment Advisory firm - (8/9/2021 Terminated)Texas
Registered Investment Advisory firm - (8/6/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Port St. Lucie, FL
Mailing Address
Phone number
(561) 400-5970
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 520 |
| AUM (Assets Under Management) | $ 147,777,399 |
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.
