AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
NB

Neil Edward Burns

NEIL E. BURNS
FLORHAM PARK, NJ
·CRD# 4311049·25 years experience

Professional Summary

Neil Edward Burns is a registered financial advisor currently at NEIL E. BURNS, LLC located in Florham Park, New Jersey. Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Neil has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
View profile
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

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.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Years of Experience

25 years in the financial services industry

Current & Past Employments

NEIL E. BURNS, LLC·CRD# 283180
RIA
25b Hanover Road Ste 150, Florham Park, NJ 07470
June 14, 2016 - Present
OPPENHEIMER & CO. INC.·CRD# 249
RIA
Paramus, NJ
January 3, 2003 - January 5, 2016
OPPENHEIMER & CO. INC.·CRD# 249
BD
New York, NY
January 3, 2003 - January 5, 2016
CIBC WORLD MARKETS CORP.·CRD# 630
RIA
New York, NY
December 19, 2002 - January 3, 2003
CIBC WORLD MARKETS CORP.·CRD# 630
BD
New York, NY
January 12, 2001 - January 3, 2003

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Current Firm

NE
NEIL E. BURNS, LLC

NEIL E. BURNS, LLC

CRD#: 283180
New Jersey
Registered Investment Advisory firm - New Jersey (6/14/2016 Approved)

Contact Information

Main Address

25b Hanover Road Ste 150, Florham Park, NJ 07470

Phone Number

(973) 492-0101

# of Employees

1

Documents

Latest Form ADV

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

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.

Neil Edward Burns is an accountant and Managing Member of Burns, Draeger & Humphries, LLC

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2001About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2001About the Series 7 exam

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Neil Edward Burns's CRS (Customer Relationship Summary).

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
NB
Follow Neil
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required