Steven T. Burnett

TRG INVESTMENT ADVISORS

West Lebanon, NH 03784

Some features on this profile are disabled

CRD#: 4458946

Professional summary

Steven Thomas Burnett, AIF® is a registered financial advisor currently at TRG INVESTMENT ADVISORS, LLC located in West Lebanon, New Hampshire.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Steven has worked at 8 firms and has passed the Series 66, Series 63, SIE 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.

1)HANOVER ROTARY, 2 SOUTH MAIN STREET, HANOVER,NH 03755. BEGAN 01/2014 AS MEMBER. NOT INVESTMENT RELATED. DEVOTES 1 HR/WEEK. 1 HR DURING TRADING. NON-PROFIT ORGANIZATION. 2)HARTFORD AREA CHAMBER OF COMMERCE 5966 QUECHEE, VT 05059-0823. BEGAN 1/2014 AS A BOARD MEMBER. NOT INVESTMENT RELATED. DEVOTES 1 HOUR/WEEK. 1 HOUR DURING TRADING. NON-PROFIT. 3)The Richards Group - Independent insurance agent for various independent insurance companies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Thomas Burnett'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 22, 2021 - Present

TRG INVESTMENT ADVISORS, LLC

Office #1: 1 Oak Ridge Roadbuilding #2, West Lebanon, NH 03784

RIA

CRD#: 315629

West Lebanon, NH

Past

November 13, 2019 - August 24, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Norwich, VT

Past

May 4, 2018 - November 12, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Norwich, VT

Past

March 8, 2012 - May 2, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Norwich, VT

Past

March 7, 2012 - August 24, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Norwich, VT

Past

January 1, 2007 - December 31, 2011

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

FARMINGTON, CT

Past

January 1, 2007 - December 31, 2011

STANCORP EQUITIES, INC.

CRD#: 19517

FARMINGTON, CT

Past

November 10, 2004 - January 1, 2007

INVESMART ADVISORS INC

RIA

CRD#: 108731

WOBURN, MA

Past

August 2, 2004 - January 1, 2007

INVESMART SECURITIES, LLC

CRD#: 104168

PITTSBURGH, PA

Past

January 9, 2003 - July 14, 2004

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

CRD#: 40596

HARTFORD, CT

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".

TRG INVESTMENT ADVISORS, LLC

TRG INVESTMENT ADVISORS, LLC | TRG RETIREMENT PLAN CONSULTANTS LLC

CRD#: 315629 / SEC#: 801-122090

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

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 Hampshire
(10/20/2023)

IAR

Vermont
(8/23/2021)

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: 11/9/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/30/2003

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: 1/8/2003

General Securities Representative Examination

Current Firm

TRG INVESTMENT ADVISORS, LLC

TRG INVESTMENT ADVISORS, LLC | TRG RETIREMENT PLAN CONSULTANTS LLC

CRD#: 315629 / SEC#: 801-122090

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

48 Harris Place, Brattleboro, VT 05301

Mailing Address

Po Box 820, Brattleboro, VT 05302

Phone number

(800) 222-6016

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (10/28/2025)

PART 2A APPENDIX 1 OF FORM ADV: WRAP FEE PROGRAM BROCHURE (3/3/2025)

Regulatory assets under management

Total Number of Accounts	534
AUM (Assets Under Management)	$ 1,113,838,194

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.

Similar Advisors

Simeon Snow

AUSDAL FINANCIAL PARTNERS, INC.

Paragould, AR

Gerri Harrison

J. W. COLE ADVISORS, INC.

IAR

Johnson City, NY

Caleb Warren

WARREN FINANCIAL

IAR

BANGOR, ME

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Steven T. Burnett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Thomas Burnett's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

STANCORP INVESTMENT ADVISERS, INC.

STANCORP EQUITIES, INC.

INVESMART ADVISORS INC

INVESMART SECURITIES, LLC

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

TRG INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2004

Series 63

Date: 10/30/2003

SIE

Date: 10/1/2018

Series 7

Date: 1/8/2003

Current Firm

TRG INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRG INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors