Michael W. Burr

STEADY RETURNS

CHARLOTTE, NC

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CRD#: 5102722

Professional summary

Michael William Burr, who also goes by Michael Burr, is a registered financial advisor currently at STEADY RETURNS located in Charlotte, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Burr

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 Michael William Burr'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®

None

Experience

Current

May 31, 2013 - Present

STEADY RETURNS

RIA

CRD#: 166834

CHARLOTTE, NC

Past

October 11, 2006 - January 8, 2014

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

April 5, 2006 - October 1, 2013

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

DELRAY BEACH, FL

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".

STEADY RETURNS

STEADY RETURNS | STEADY RETURNS, LLC

CRD#: 166834 / SEC#: 801-121868

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

Arizona

Registered Investment Advisory firm - (8/6/2021 Terminated)

Florida

Registered Investment Advisory firm - (8/6/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (8/9/2021 Terminated)

Oklahoma

Registered Investment Advisory firm - (8/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (8/6/2021 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

Florida
(6/19/2013)

IAR

North Carolina
(2/11/2016)

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: 4/7/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/4/2006

General Securities Representative Examination

Current Firm

STEADY RETURNS

STEADY RETURNS | STEADY RETURNS, LLC

CRD#: 166834 / SEC#: 801-121868

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

Arizona

Registered Investment Advisory firm - (8/6/2021 Terminated)

Florida

Registered Investment Advisory firm - (8/6/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (8/9/2021 Terminated)

Oklahoma

Registered Investment Advisory firm - (8/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (8/6/2021 Terminated)

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Contact information

Main Address

Port St. Lucie, FL

Mailing Address

Phone number

(561) 400-5970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV APPENDIX - WRAP FEE BROCHURE (3/4/2025)

ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	520
AUM (Assets Under Management)	$ 147,777,399

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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Michael W. Burr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William Burr's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEADY RETURNS

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STEADY RETURNS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/7/2006

Series 7

Date: 4/4/2006

Current Firm

STEADY RETURNS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEADY RETURNS

TRUST BUT VERIFY

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