Ross C. Burnam

OMICRON ADVISORS

Lancaster, PA 17601

Some features on this profile are disabled

CRD#: 5012986

Professional summary

Ross Christian Burnam, CFP®, who also goes by Christian Burnam, is a registered financial advisor currently at OMICRON ADVISORS, LLC located in Lancaster, Pennsylvania.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ross has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christian Burnam

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.

Ross W. Burnam, CPA PA, 625 Barksdale Road, Suite 107, Newark DE 19711. November 2006 through present. This is a non-investment related activity. Mr. Burnam spends approximately 40 hours a month during business hours as a staff accountant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Christian Burnam's CRS (Customer Relationship Summary).

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: 2010

Experience

Current

January 2, 2013 - Present

OMICRON ADVISORS, LLC

Office #1: 300 Granite Run Drive Suite 120, Lancaster, PA 17601

RIA

CRD#: 165250

Lancaster, PA

Past

November 15, 2007 - December 31, 2014

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

NEWARK, DE

Past

November 6, 2007 - December 31, 2014

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

NEWARK, DE

Past

August 17, 2006 - November 9, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

PRINCETON, NJ

Past

September 8, 2005 - November 9, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

PRINCETON, NJ

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".

OMICRON ADVISORS, LLC

CRD#: 165250 / SEC#: 801-123738

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

Delaware

Registered Investment Advisory firm - (4/28/2022 Terminated)

Maryland

Registered Investment Advisory firm - (4/25/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/21/2022 Terminated)

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).

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

Delaware
(1/2/2013)

IAR

Maryland
(5/11/2015)

IAR

Pennsylvania
(4/13/2015)

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 66

Date: 9/26/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2005

General Securities Representative Examination

Current Firm

OMICRON ADVISORS, LLC

CRD#: 165250 / SEC#: 801-123738

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

Delaware

Registered Investment Advisory firm - (4/28/2022 Terminated)

Maryland

Registered Investment Advisory firm - (4/25/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/21/2022 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 Granite Run Drive Suite 120, Lancaster, PA 17601

Mailing Address

Phone number

(302) 453-9662

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	178
AUM (Assets Under Management)	$ 114,923,070

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

Sarah Darling

LPL FINANCIAL LLC

IAR

EPHRATA, PA

Shayne Beecher

RBC CAPITAL MARKETS, LLC

IAR

Lancaster, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ross C. Burnam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Christian Burnam's CRS (Customer Relationship Summary).

Certified licenses

Experience

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

OMICRON ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2005

SIE

Date: 12/31/2014

Series 7

Date: 9/6/2005

Current Firm

OMICRON ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OMICRON ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors