CB
Christopher R. Burns
QUINCY WELLS ADVISORS
Chicago, IL 60606
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CRD#: 4710209
CB
Professional summary
Christopher Robert Burns is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in Chicago, Illinois and GREAT POINT CAPITAL LLC located in Chicago, Illinois.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Christopher has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7TO, Series 55 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.
Chris Burns is an independent contractor/financial advisor for Holborn Assets. The principal address of Holborn Assets is Level 15, Al Shafar Tower 1, Barsha Heights,Dubai, UAE. His start date was 07/01/2021. He manages the investments and relationships with existing clients, spending about 3 hours a month during normal trading hours and 2 hours a month outside of normal trading hours. This is investment related. Chris Burns is an independent contractor/analyst for Farrell Properties. The address of Farrell Properties is PO Box 1335 Burlington VT. His start date was 04/01/2023. He helps the owner, Eric, building pro forma models for his development projects, spending about 5 - 10 hours a month during normal trading hours and 0 - 5 hours a month outside of normal trading hours. This is investment related. Chris Burns is the owner of Quema Capital. The address of Quema Capital is 1658 N. Milwaukee Ave. #100-3813, Chicago, IL 60647. His start date was 9/1/2023. This is Chris's company encompassing his financial services consisting of two principal services: 1. Find and manage investments for clients investing in offerings provided through Great Point Capital, which he plans to spend 40 hours per month doing during normal trading hours and 5 hours per month outside of normal trading hours. This is investment and securities-related. 2. Act in a broker capacity for finding construction debt financing for real estate developers, which he plans to spend 3 hours per month during normal trading hours and 1 hour per month outside of normal trading hours. This is investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Robert Burns'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
August 21, 2023 - Present
QUINCY WELLS ADVISORS, LLC
Office #1: 200 W. Jackson Blvd. #1000, Chicago, IL 60606RIA
CRD#: 307477
Chicago, IL
Current
August 18, 2023 - Present
GREAT POINT CAPITAL LLC
Office #1: 200 West Jackson Blvd. Suite 1000, Chicago, IL 60606Office #2: 200 West Jackson Blvd. Suite 1000, Chicago, IL 60606BD
CRD#: 114203
Chicago, IL
Past
July 21, 2023 - August 21, 2023
WALTON RE SECURITIES, LLC
BD
CRD#: 172024
SCOTTSDALE, AZ
Past
October 9, 2003 - October 12, 2010
GREAT POINT CAPITAL LLC
BD
CRD#: 114203
CHICAGO, IL
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".
QW
QUINCY WELLS ADVISORS, LLC
GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC
CRD#: 307477 / SEC#: 801-118231
RIA
Registered Investment Advisory firm - (3/16/2020 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/7/2023)
RR
California(8/28/2023)
RR
Colorado(10/27/2023)
RR
Florida(1/22/2024)
RR
Georgia(1/23/2024)
IAR
Illinois(8/21/2023)
RR
Illinois(8/31/2023)
RR
Indiana(12/17/2024)
RR
Maryland(1/16/2025)
RR
Massachusetts(9/16/2024)
RR
Missouri(2/15/2024)
RR
New Jersey(11/15/2023)
RR
New York(4/3/2024)
RR
North Carolina(1/18/2024)
RR
Ohio(9/13/2024)
RR
Pennsylvania(11/4/2024)
RR
Texas(8/26/2023)
RR
Washington(12/11/2024)
RR
Wyoming(3/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/18/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 55
Date: 10/22/2003
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
QW
QUINCY WELLS ADVISORS, LLC
GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC
CRD#: 307477 / SEC#: 801-118231
RIA
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Contact information
Main Address
200 W. Jackson Blvd. #1000, Chicago, IL 60606
Mailing Address
9000 Keystone Crossing 7th Floor, Indianapoli, IN 46240
Phone number
(312) 356-4875
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 149 |
| AUM (Assets Under Management) | $ 45,094,304 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
