Samuel E. Burns
Professional summary
Samuel E Burns, who also goes by Samuel Edward Burns, is a registered financial advisor currently at MILL STREET RESEARCH located in Sherborn, Massachusetts.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Samuel has worked at 4 firms and has passed the Series 63, SIE, Series 16, Series 87, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel E Burns's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2016 - Present
MILL STREET RESEARCH
January 14, 2013 - March 18, 2016
OPPENHEIMER & CO. INC.
February 1, 2011 - September 10, 2012
BROWN BROTHERS HARRIMAN & CO.
January 17, 2005 - November 3, 2010
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2016)
(11/17/2017)
Exams
Current Firm
MILL STREET RESEARCH
CRD#: 283204 / SEC#:
Contact information
Red Flags
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