John B. Williams

BURR & COMPANY

OSTERVILLE, MA 02655

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CRD#: 4885676

Professional summary

John Borden Williams, CFP® is a registered financial advisor currently at BURR & COMPANY, LLC located in Osterville, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 2 firms and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Borden Williams'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^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 4, 2006 - Present

BURR & COMPANY, LLC

Office #1: 872 Main Street, Osterville, MA 02655

RIA

CRD#: 141975

OSTERVILLE, MA

Past

February 25, 2005 - December 31, 2006

BURR & COMPANY, LLC

RIA

CRD#: 132781

OSTERVILLE, MA

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

Massachusetts
(10/4/2006)

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: 5/18/2004

Uniform Investment Adviser Law Examination

Current Firm

BURR & COMPANY, LLC

CRD#: 141975 / SEC#: 801-67201

RIA

Registered Investment Advisory firm - (10/31/2012 Terminated)

Massachusetts

Registered Investment Advisory firm - (7/24/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1112 Main Street Suite 1, Osterville, MA 02655

Mailing Address

Phone number

(508) 428-1677

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 52,889,223

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report
01/10/2025	Cover Page	Report
11/01/2023	Cover Page	Report
12/16/2022	Cover Page	Report

Red Flags

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John B. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Borden Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURR & COMPANY, LLC

BURR & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2004

Current Firm

BURR & COMPANY, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BURR & COMPANY, LLC

TRUST BUT VERIFY

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