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Robert Scott Burch

CRD# 2979365·Registered 1998 - 2025
Previously Registered: Being a previously registered professional could mean that Robert 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.

Professional Summary

Robert Scott Burch, who also goes by R. Scott Burch, Scott Burch, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1998 - 2025. Robert had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

R. Scott Burch, Scott Burch

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

28 years in the financial services industry

Current & Past Employments

MCGUIRE CAPITAL ADVISORS, INC.·CRD# 164549
RIA
Bethany, OK
October 22, 2018 - March 31, 2025
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Warr Acres, OK
May 7, 2015 - October 17, 2018
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Warr Acres, OK
October 22, 2013 - October 17, 2018
MWA FINANCIAL SERVICES INC.·CRD# 112630
BD
Oklahoma City, OK
April 6, 2011 - October 23, 2013
MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587
BD
Oklahoma City, OK
October 3, 2008 - April 24, 2009
MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587
RIA
Oklahoma City, OK
October 1, 2008 - April 24, 2009
HILLTOP SECURITIES INC.·CRD# 6220
RIA
Oklahoma City, OK
July 8, 2008 - September 24, 2008
HILLTOP SECURITIES INC.·CRD# 6220
BD
Oklahoma City, OK
July 8, 2008 - September 24, 2008
MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587
BD
Dallas, TX
July 7, 2008 - July 24, 2008
HILLTOP SECURITIES INC.·CRD# 6220
RIA
Oklahoma City, OK
March 9, 2004 - July 7, 2008
HILLTOP SECURITIES INC.·CRD# 6220
BD
Oklahoma City, OK
March 5, 2004 - July 7, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Oklahoma City, OK
June 10, 1998 - March 12, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
June 5, 1998 - March 12, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
March 13, 1998 - April 21, 1998
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
March 13, 1998 - April 21, 1998

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Current Firm

MC
MCGUIRE CAPITAL ADVISORS, INC.

HUNTER MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL ADVISORS, INC. | MCGUIRE ADVISORS

CRD#: 164549 / SEC#: 801-133863
RIA
Registered Investment Advisory firm - SEC (7/11/2025 Approved)
Oklahoma
Registered Investment Advisory firm - Oklahoma (7/29/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/24/2025 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

6632 Nw 39th Expy, Bethany, OK 73008-2760

Phone Number

(405) 378-2233

# of Employees

5

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B - SEC (6/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,119

AUM (Assets Under Management)

$202,424,203

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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.

Mr. Burch has been licensed as an insurance producer in Oklahoma since 1998. He is currently authorized to sell Accident & Health or Sickness insurance policies; variable life insurance and variable annuity contracts; Life insurance policies. He has offered insurance through McGuire Retirement Solutions, LLC. since 2023, which firm shares office space with McGuire Capital Advisors, Inc. He does business under the name Burch Financial Group. To the extent he offers variable life and annuity contracts, his business through McGuire Retirement Solutions is investment related. He estimates that he spends approximately 2% of his time during trading hours on his insurance business.

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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".
MC
MCGUIRE CAPITAL ADVISORS, INC.

HUNTER MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL ADVISORS, INC. | MCGUIRE ADVISORS

CRD#: 164549 / SEC#: 801-133863
RIA
Registered Investment Advisory firm - SEC (7/11/2025 Approved)
Oklahoma
Registered Investment Advisory firm - Oklahoma (7/29/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/24/2025 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.
This advisor is not registered in any state.

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 65 — Uniform Investment Adviser Law Examination

Passed Jun 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1998About the Series 7 exam

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CRS (Client Relationship Summary)

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

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