Eric W. Burns

GILBERT PRIVATE WEALTH | Financial Advisor

SCOTTSDALE, AZ 85251

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CRD#: 6548568

Professional summary

Eric W Burns, CFP®, who also goes by Eric Wilson Burns, Eric Burns, is a registered financial advisor currently at GILBERT PRIVATE WEALTH LLC located in Scottsdale, Arizona.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Min. Asset: $100K–$250K

Services Offered

Retirement Planning

Estate Planning

Insurance Planning

Long-term Care

Aliases

Eric Wilson Burns | Eric Burns

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 Eric W Burns'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

June 17, 2026 - Present

GILBERT PRIVATE WEALTH LLC

Office #1: 4800 N Scottsdale Rd St 4500, Scottsdale, AZ 85251

RIA

CRD#: 342519

SCOTTSDALE, AZ

Past

March 19, 2021 - June 24, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SCOTTSDALE, AZ

Past

March 19, 2021 - June 24, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SCOTTSDALE, AZ

Past

April 5, 2017 - March 31, 2021

MORGAN STANLEY

RIA

CRD#: 149777

SCOTTSDALE, AZ

Past

April 5, 2017 - March 31, 2021

MORGAN STANLEY

CRD#: 149777

SCOTTSDALE, AZ

Past

June 23, 2016 - March 30, 2017

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

FOUNTAIN HILLS, AZ

Past

June 3, 2016 - March 30, 2017

J.P. MORGAN SECURITIES LLC

CRD#: 79

FOUNTAIN HILLS, AZ

Past

October 22, 2015 - April 21, 2016

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CHANDLER, AZ

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

Arizona
(6/17/2026)

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: 11/21/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2015

General Securities Representative Examination

Current Firm

GILBERT PRIVATE WEALTH LLC

ERIC BURNS, LLC | GILBERT PRIVATE WEALTH LLC

CRD#: 342519 / SEC#:

Arizona

Registered Investment Advisory firm - (6/17/2026 Approved)

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Contact information

Main Address

4800 N Scottsdale Rd St 4500, Scottsdale, AZ 85251

Mailing Address

Phone number

(602) 686-2393

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Eric W. Burns

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric W Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/21/2015

Current Firm

GILBERT PRIVATE WEALTH LLC

Contact information

Documents

Red Flags

Company Information

GILBERT PRIVATE WEALTH LLC

TRUST BUT VERIFY

Contact information

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