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RB

Russell T. Burkhalter

Some features on this profile are disabled
CRD#: 2908623
RB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Todd Burkhalter, who also goes by Todd Burkhalter, was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 1997. Russell had worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Todd Burkhalter

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 26, 2013 - November 19, 2014

BLUECHIP WEALTH ADVISORS LLC

RIA
CRD#: 150008
ALPHARETTA, GA
Past

August 23, 2011 - March 13, 2013

TRIAD ADVISORS LLC

RIA
CRD#: 25803
ALPHARETTA, GA
Past

August 23, 2011 - March 25, 2014

TRIAD ADVISORS LLC

BD
CRD#: 25803
ALPHARETTA, GA
Past

July 27, 2009 - August 29, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SUWANEE, GA
Past

July 23, 2009 - August 29, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SUWANEE, GA
Past

March 4, 2008 - July 24, 2009

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
NORCROSS, GA
Past

October 17, 1997 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

October 17, 1997 - July 24, 2009

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
NORCROSS, GA

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".
BW
BLUECHIP WEALTH ADVISORS LLC
ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP | NAME 922 | BLUECHIP WEALTH ADVISORS LLC | ASHWORTH SULLIVAN WEALTH MANAGEMENT GROUP | ASHWORTH SULLIVAN WEALTH ADVISORS LLC | ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP, LLC

CRD#: 150008 / SEC#: 801-115105

RIA
Registered Investment Advisory firm - (4/26/2019 Approved)
Georgia
Registered Investment Advisory firm - (5/31/2019 Terminated)
Tennessee
Registered Investment Advisory firm - (5/9/2019 Terminated)
Texas
Registered Investment Advisory firm - (5/7/2019 Terminated)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/16/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/16/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/4/2009
Investment Company Products/Variable Contracts Principal Examination

Current Firm

BW
BLUECHIP WEALTH ADVISORS LLC
ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP | NAME 922 | BLUECHIP WEALTH ADVISORS LLC | ASHWORTH SULLIVAN WEALTH MANAGEMENT GROUP | ASHWORTH SULLIVAN WEALTH ADVISORS LLC | ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP, LLC

CRD#: 150008 / SEC#: 801-115105

RIA
Registered Investment Advisory firm - (4/26/2019 Approved)
Georgia
Registered Investment Advisory firm - (5/31/2019 Terminated)
Tennessee
Registered Investment Advisory firm - (5/9/2019 Terminated)
Texas
Registered Investment Advisory firm - (5/7/2019 Terminated)
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Contact information

Main Address
12655 Birmingham Hwy Suite 201, Milton, GA 30004
Mailing Address
Phone number
(770) 771-5812
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 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

SEI WRAP FEE BROCHURE (3/28/2025)
BLUECHIP WEALTH ADVISORS PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,188
AUM (Assets Under Management)$ 637,012,604

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

BLUECHIP WEALTH ADVISORS LLC

CRD#: 150008

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