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RB

Richard P. Burt

QUASAR DISTRIBUTORS
New York, NY 10106
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CRD#: 5355741
RB
Richard Patrick BurtQUASAR DISTRIBUTORS

Professional summary

Richard Patrick Burt, CFA, who also goes by Richard Patrick Burt Mr., Richard Patrick Burt, Rich Burt, is a registered financial professional currently at QUASAR DISTRIBUTORS, LLC located in New York, New York.

Richard is registered as a RR (Registered Representative) and started their career in finance in 2007. Richard has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Aliases

Richard Patrick Burt Mr. | Richard Patrick Burt | Rich Burt

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.
Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Richard Patrick Burt'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®
CFA

Chartered Financial Analyst

Experience

Current

September 11, 2026 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 888 Seventh Avenue 31st Fl, New York, NY 10106
BD
CRD#: 103848
New York, NY
Past

September 30, 2022 - August 24, 2026

TOUCHSTONE ADVISORS INC

RIA
CRD#: 107028
Norwalk, CT
Past

September 30, 2022 - August 24, 2026

TOUCHSTONE SECURITIES, LLC

BD
CRD#: 1526
CINCINNATI, OH
Past

May 25, 2019 - September 19, 2022

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

March 9, 2016 - May 25, 2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

May 9, 2012 - December 4, 2015

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
NEW YORK, NY
Past

April 27, 2012 - December 4, 2015

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

June 5, 2009 - May 2, 2012

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
BOSTON, MA
Past

May 27, 2008 - February 18, 2009

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

August 23, 2007 - February 18, 2009

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
ANDOVER, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(9/11/2026)
RR
California
(9/11/2026)
RR
Colorado
(9/11/2026)
RR
Connecticut
(9/11/2026)
RR
Delaware
(9/11/2026)
RR
District of Columbia
(9/11/2026)
RR
Idaho
(9/11/2026)
RR
Illinois
(9/11/2026)
RR
Indiana
(9/11/2026)
RR
Iowa
(9/11/2026)
RR
Kansas
(9/11/2026)
RR
Kentucky
(9/11/2026)
RR
Maine
(9/11/2026)
RR
Massachusetts
(9/11/2026)
RR
Michigan
(9/11/2026)
RR
Minnesota
(9/11/2026)
RR
Missouri
(9/11/2026)
RR
Montana
(9/11/2026)
RR
Nebraska
(9/11/2026)
RR
Nevada
(9/11/2026)
RR
New Hampshire
(9/11/2026)
RR
New Jersey
(9/11/2026)
RR
New York
(9/11/2026)
RR
North Dakota
(9/11/2026)
RR
Ohio
(9/11/2026)
RR
Oregon
(9/11/2026)
RR
Pennsylvania
(9/11/2026)
RR
Rhode Island
(9/11/2026)
RR
South Dakota
(9/11/2026)
RR
Utah
(9/11/2026)
RR
Vermont
(9/11/2026)
RR
Virginia
(9/11/2026)
RR
Washington
(9/11/2026)
RR
West Virginia
(9/11/2026)
RR
Wisconsin
(9/11/2026)
RR
Wyoming
(9/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/8/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/4/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 1/31/2014
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/22/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

QD
QUASAR DISTRIBUTORS, LLC
QUASAR DISTRIBUTORS, LLC

CRD#: 103848 / SEC#: , 8-52323

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/21/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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.

Company Information

QUASAR DISTRIBUTORS, LLC

CRD#: 103848New York, NY 10106

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