Todd Adam Burchett | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd Adam Burchett was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 2005. Todd had worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 12, 2013 - September 16, 2019

FIDUCIARY TRUST INTERNATIONAL, LLC

RIA

CRD#: 124062

LINCOLN, MA

Past

February 15, 2011 - November 7, 2011

ROUND TABLE WEALTH MANAGEMENT

RIA

CRD#: 111304

WESTFIELD, NJ

Past

November 29, 2005 - December 31, 2010

ICON ADVISERS, INC.

RIA

CRD#: 108268

GREENWOOD VILLAGE, CO

Past

November 7, 2005 - December 31, 2010

ICON DISTRIBUTORS, INC.

BD

CRD#: 28568

GREENWOOD VILLAGE, CO

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".

FT

FIDUCIARY TRUST INTERNATIONAL, LLC

CRD#: 124062 / SEC#: 801-62001

RIA

Registered Investment Advisory firm - (4/17/2003 Approved)

Massachusetts

Registered Investment Advisory firm - (1/30/2009 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

RR

IAR

Series 66

Date: 11/28/2005

Uniform Combined State Law Examination

General Industry/Product Exam

RR

Series 7

Date: 11/4/2005

General Securities Representative Examination

Current Firm

FT

FIDUCIARY TRUST INTERNATIONAL, LLC

CRD#: 124062 / SEC#: 801-62001

RIA

Registered Investment Advisory firm - (4/17/2003 Approved)

Massachusetts

Registered Investment Advisory firm - (1/30/2009 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).

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Contact information

Main Address

55 Old Bedford Rd Suite 302, Lincoln, MA 01773

Mailing Address

Phone number

(781) 274-9300

Established

Firm type

Fiscal year end

# of Employees

50

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDUCIARY TRUST INTERNATIONAL, LLC FORM ADV 2A DECEMBER 2024 (12/23/2024)

Regulatory assets under management

Total Number of Accounts	469
AUM (Assets Under Management)	$ 6,324,878,192

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/14/2025	Cover Page	Report
06/27/2024	Cover Page	Report
10/25/2023	Cover Page	Report
02/27/2023	Cover Page	Report

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.

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Firm Stability Insights

Todd A. Burchett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIDUCIARY TRUST INTERNATIONAL, LLC

ROUND TABLE WEALTH MANAGEMENT

ICON ADVISERS, INC.

ICON DISTRIBUTORS, INC.

Primary Firm SEC Registration

FIDUCIARY TRUST INTERNATIONAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2005

Series 7

Date: 11/4/2005

Current Firm

FIDUCIARY TRUST INTERNATIONAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY TRUST INTERNATIONAL, LLC

TRUST BUT VERIFY

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