Kevin P. Burns

NAVWELL ADVISORS

Garden City, NY 11570

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CRD#: 4837163

Professional summary

Kevin Patrick Burns, who also goes by Kevin P Burns, is a registered financial advisor currently at NAVWELL ADVISORS located in Garden City, New York.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kevin has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin P Burns

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick 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®

None

Experience

Current

December 7, 2023 - Present

NAVWELL ADVISORS

Office #1: 1225 Franklin Ave Suite 325, Garden City, NY 11570

RIA

CRD#: 328706

Garden City, NY

Past

November 4, 2020 - January 11, 2022

LAKE ROAD ADVISORS, LLC

RIA

CRD#: 281657

CORNING, NY

Past

March 20, 2006 - May 30, 2007

TULLETT LIBERTY BROKERAGE INC.

CRD#: 19717

JERSEY CITY, NJ

Past

September 7, 2005 - September 13, 2005

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

EAST MEADOW, NY

Past

September 7, 2005 - March 23, 2006

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

August 18, 2004 - August 3, 2005

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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 York
(12/7/2023)

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 65

Date: 11/7/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/3/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/2004

General Securities Representative Examination

Current Firm

NAVWELL ADVISORS

NAVWELL ADVISORS | NAVWELL ADVISORS CORPORATION

CRD#: 328706 / SEC#:

New York

Registered Investment Advisory firm - (12/7/2023 Approved)

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Contact information

Main Address

1225 Franklin Ave Suite 325, Garden City, NY 11570

Mailing Address

Phone number

(516) 475-2444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 2,215,150

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin P. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVWELL ADVISORS

LAKE ROAD ADVISORS, LLC

TULLETT LIBERTY BROKERAGE INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2019

Series 66

Date: 9/3/2004

Series 7

Date: 8/17/2004

Current Firm

NAVWELL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NAVWELL ADVISORS

TRUST BUT VERIFY

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