Robert S. Burch

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CRD#: 2979365

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.

Robert Scott Burch, who also goes by R. Scott Burch, Scott Burch, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1998. Robert had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

R. Scott Burch | Scott Burch

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.

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.

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

October 22, 2018 - March 31, 2025

MCGUIRE CAPITAL ADVISORS, INC.

RIA

CRD#: 164549

Bethany, OK

Past

May 7, 2015 - October 17, 2018

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

WARR ACRES, OK

Past

October 22, 2013 - October 17, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

WARR ACRES, OK

Past

April 6, 2011 - October 23, 2013

MWA FINANCIAL SERVICES INC.

CRD#: 112630

OKLAHOMA CITY, OK

Past

October 3, 2008 - April 24, 2009

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

OKLAHOMA CITY, OK

Past

October 1, 2008 - April 24, 2009

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

OKLAHOMA CITY, OK

Past

July 8, 2008 - September 24, 2008

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

OKLAHOMA CITY, OK

Past

July 8, 2008 - September 24, 2008

HILLTOP SECURITIES INC.

CRD#: 6220

OKLAHOMA CITY, OK

Past

July 7, 2008 - July 24, 2008

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

March 9, 2004 - July 7, 2008

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

OKLAHOMA CITY, OK

Past

March 5, 2004 - July 7, 2008

HILLTOP SECURITIES INC.

CRD#: 6220

OKLAHOMA CITY, OK

Past

June 10, 1998 - March 12, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OKLAHOMA CITY, OK

Past

June 5, 1998 - March 12, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 13, 1998 - April 21, 1998

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

March 13, 1998 - April 21, 1998

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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".

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 - (7/11/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (7/29/2025 Terminated)

Texas

Registered Investment Advisory firm - (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.

Visual representation of state registrations

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

State Security Law Exam

IAR

Series 65

Date: 6/23/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/1998

General Securities Representative Examination

Current Firm

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 - (7/11/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (7/29/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/24/2025 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(405) 378-2233

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B - SEC (6/11/2025)

Regulatory assets under management

Total Number of Accounts	1,689
AUM (Assets Under Management)	$ 116,140,538

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.

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Firm Stability Insights

Robert S. Burch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MWA FINANCIAL SERVICES INC.

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

MOMENTUM INDEPENDENT NETWORK INC.

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

MCGUIRE CAPITAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/1998

Series 63

Date: 1/8/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/12/1998

Current Firm

MCGUIRE CAPITAL ADVISORS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCGUIRE CAPITAL ADVISORS, INC.

TRUST BUT VERIFY

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