Allen R. Burton
MASONBORO ADVISORS
Wilmington, NC 28403
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CRD#: 4639107
Professional summary
Allen Ryan Burton, CFP®, who also goes by A. Ryan Burton, Allen Burton, Ryan Burton, is a registered financial advisor currently at MASONBORO ADVISORS located in Wilmington, North Carolina.
Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Allen has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
A. Ryan Burton | Allen Burton | Ryan Burton
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. ARB Family Holdings, Inc. PRINCIPAL, 5815 Oleander Drive, Suite 260, Wilmington, NC 28403. Personal services company. Non-investment related. STARTED 08/2013. 2 HRS/WK, 0 DURING NORMAL TRADING HRS. ARB Family Holdings, Inc. was formerly known as Masonboro Wealth Management, Inc. 2. LICENSED INSURANCE AGENT, SELF, 5815 Oleander Drive, Suite 260, Wilmington, NC 28403. Independent Insurance Agent selling various insurance products except for variable annuities. Investment Related. Started 2004. 4 HRS/MONTH. O HRS DURING NORMAL TRANDING HRS. 3. Masonboro Tax Advisors LLC; Not Investment Related; 5815 Oleander Drive, Suite 260, Wilmington, NC 28403; Tax and Accounting Services; Member; Owner; Start: 04/2025; 2-5 hrs/month; 0 hours a month during securities trading hours; Provide tax and accounting services. 4. Quotey, LLC; Managing Member, 5815 Oleander Drive, Suite 260, Wilmington, NC 28403. Online insurance marketplace. Investment Related. Started 2022. 8 HRS/MONTH. O HRS DURING NORMAL TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Allen Ryan Burton'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®
CFP®
Start date: 2007
Experience
Current
July 19, 2022 - Present
MASONBORO ADVISORS
Office #1: 5815 Oleander Drive Suite 260, Wilmington, NC 28403RIA
CRD#: 145151
Wilmington, NC
Past
August 9, 2013 - August 11, 2022
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 149124
WILMINGTON, NC
Past
August 9, 2013 - December 13, 2018
CAPITAL INVESTMENT GROUP, INC.
BD
CRD#: 14752
WILMINGTON, NC
Past
October 30, 2008 - August 12, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WILMINGTON, NC
Past
October 30, 2008 - August 12, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WILMINGTON, NC
Past
August 13, 2004 - October 31, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WILMINGTON, NC
Past
June 16, 2004 - October 31, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WILMINGTON, NC
Past
March 15, 2004 - June 15, 2004
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
CHARLOTTE, NC
Past
March 31, 2003 - March 15, 2004
BB&T ASSET MANAGEMENT, INC.
RIA
CRD#: 108443
WINSTON-SALEM, NC
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".
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)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
California(12/8/2023)
IAR
Georgia(1/3/2024)
IAR
Louisiana(2/27/2023)
IAR
North Carolina(7/19/2022)
IAR
South Carolina(1/30/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5815 Oleander Drive Suite 260, Wilmington, NC 28403
Mailing Address
Phone number
(910) 742-0509
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 505 |
| AUM (Assets Under Management) | $ 155,941,918 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
