Douglas R. Burns

BPC ADVISORS LLC

East Syracuse, NY 13057

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CRD#: 4223033

Professional summary

Douglas R. Burns JR, CFP®, who also goes by Douglas R Burns Jr, Douglas R Burns Jr., Douglas R (mi Only) Burns Jr, Douglas R. Burns Jr, is a registered financial advisor currently at BPC ADVISORS LLC located in East Syracuse, New York.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Douglas has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Douglas R Burns Jr | Douglas R Burns Jr. | Douglas R (mi Only) Burns Jr | Douglas R. Burns Jr

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 Douglas R. Burns JR's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

May 13, 2021 - Present

BPC ADVISORS LLC

Office #1: 6390 Fly Road Suite 1, East Syracuse, NY 13057

RIA

CRD#: 284429

East Syracuse, NY

Past

November 22, 2010 - February 16, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SYRACUSE, NY

Past

September 10, 2010 - February 16, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SYRACUSE, NY

Past

January 1, 2008 - September 17, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DEWITT, NY

Past

May 16, 2002 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

DEWITT, NY

Past

May 1, 2001 - March 25, 2002

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

October 31, 2000 - May 1, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

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".

BPC ADVISORS LLC

CRD#: 284429 / SEC#: 801-116828

RIA

Registered Investment Advisory firm - (6/20/2019 Approved)

New York

Registered Investment Advisory firm - (6/22/2020 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.

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

New York
(5/13/2021)

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 66

Date: 11/19/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/29/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/30/2000

General Securities Representative Examination

Current Firm

BPC ADVISORS LLC

CRD#: 284429 / SEC#: 801-116828

RIA

Registered Investment Advisory firm - (6/20/2019 Approved)

New York

Registered Investment Advisory firm - (6/22/2020 Terminated)

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Contact information

Main Address

6390 Fly Road 2nd Floor, East Syracuse, NY 13057

Mailing Address

Phone number

(315) 430-7700

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

BPC PART 2A BROCHURE AND PRIVACY POLICY (3/21/2025)

Regulatory assets under management

Total Number of Accounts	421
AUM (Assets Under Management)	$ 149,551,026

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Douglas R. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas R. Burns JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

J.P. MORGAN SECURITIES INC.

JPMSI

Primary Firm SEC Registration

BPC ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2010

Series 63

Date: 10/29/2001

Series 7

Date: 10/30/2000

Current Firm

BPC ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BPC ADVISORS LLC

TRUST BUT VERIFY

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