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BG

Burton R. Gesserman

WALTER & SHUFFAIN FINANCIAL SERVICES
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 4162566
BG

Professional summary

Burton Richard Gesserman is a registered financial advisor currently at WALTER & SHUFFAIN FINANCIAL SERVICES, LLC located in Boston, Massachusetts.

Burton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Burton has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Burton Richard Gesserman'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®
None

Experience

Current

August 7, 2008 - Present

WALTER & SHUFFAIN FINANCIAL SERVICES, LLC

Office #1: One International Place Suite 1010, Boston, MA 02110
RIA
CRD#: 147347
BOSTON, MA
Past

March 29, 2000 - November 8, 2000

J. B. HANAUER & CO.

BD
CRD#: 6958
PARSIPPANY, NJ

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
Massachusetts
(8/7/2008)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/6/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/1999
General Securities Representative Examination

Current Firm

W&
WALTER & SHUFFAIN FINANCIAL SERVICES, LLC
WALTER & SHUFFAIN FINANCIAL SERVICES, LLC

CRD#: 147347 / SEC#:

Massachusetts
Registered Investment Advisory firm - (8/7/2008 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One International Place Suite 1010, Boston, MA 02110
Mailing Address
Phone number
(617) 447-2719
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

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

WALTER & SHUFFAIN FINANCIAL SERVICES, LLC

CRD#: 147347Boston, MA 02110

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