GB
Gregory A. Burd
KEYSTONE INVESTMENT ADVISORS
Wexford, PA 15090
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CRD#: 4674625
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Professional summary
Gregory Alan Burd is a registered financial advisor currently at KEYSTONE INVESTMENT ADVISORS, LLC located in Wexford, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gregory has worked at 2 firms .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Alan Burd'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®
NoneExperience
Current
July 10, 2009 - Present
KEYSTONE INVESTMENT ADVISORS, LLC
Office #1: 10521 Perry Highway, Suite 310, Wexford, PA 15090RIA
CRD#: 150622
Wexford, PA
Past
July 14, 2003 - June 5, 2009
NETWORTH INVESTMENT ADVISORS, INC.
RIA
CRD#: 108167
MCMURRAY, PA
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
Pennsylvania(7/10/2009)
Exams
Current Firm
KI
KEYSTONE INVESTMENT ADVISORS, LLC
KEYSTONE INVESTMENT ADVISORS | KEYSTONE INVESTMENT ADVISORS, LLC
CRD#: 150622 / SEC#:
Pennsylvania
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Contact information
Main Address
10521 Perry Highway, Suite 310, Wexford, PA 15090
Mailing Address
Phone number
(412) 217-6241
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 57,325,089 |
Red Flags
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