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Michael Christopher Burgmaier

BFY SECURITIES
Yarmouth, ME
·CRD# 5653604·17 years experience

Professional Summary

Michael Christopher Burgmaier is a registered financial advisor currently at BFY SECURITIES, LLC located in Yarmouth, Maine. Michael is registered as a RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

17 years in the financial services industry

Current & Past Employments

BFY SECURITIES, LLC·CRD# 187514
BD
1. Yarmouth, ME2. 15 Pearl Street, Camden, ME 04843
September 14, 2017 - Present
MIRUS SECURITIES, INC.·CRD# 29075
BD
Burlington, MA
December 3, 2015 - December 26, 2017
SILVERWOOD PARTNERS·CRD# 115589
BD
Portland, ME
April 6, 2009 - October 21, 2015

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Current Firm

BS
BFY SECURITIES, LLC

BFY SECURITIES, LLC | CEDAR CREST ADVISORS, LLC

CRD#: 187514 / SEC#: 8-69610
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

15 Pearl Street, Camden, ME 04843

Mailing Address

15 Pearl Street, Camden, ME 04843

Phone Number

(508) 954-4931

Established

Utah since 02/20/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (10 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WELLNESS PARTNERS, LLCOWNER—
BURGMAIER, MICHAEL CHRISTOPHERCHIEF EXECUTIVE OFFICER5653604
MCCOY, NICOLAS ALLENCHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER4449766

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/12/2026)
RR
California
(12/18/2018)
RR
District of Columbia
(2/13/2026)
RR
Illinois
(7/17/2026)
RR
Maine
(2/20/2020)
RR
Massachusetts
(4/27/2018)
RR
New Hampshire
(4/30/2019)
RR
New York
(2/28/2021)
RR
Texas
(8/28/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2009About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2009About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 2018About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Michael Christopher Burgmaier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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