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RB

Robert D. Burnside

CENTERVIEW PARTNERS
New York, NY 10019
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CRD#: 7153761
RB

Professional summary


Robert Daniel Burnside, who also goes by Danny Burnside, is a registered financial professional currently at CENTERVIEW PARTNERS LLC located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2019. Robert has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Danny Burnside

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) - BD


Click below to view Robert Daniel Burnside'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®
None

Experience


Current

April 25, 2022 - Present

CENTERVIEW PARTNERS LLC

Office #1: 31 West 52nd Street 22nd Floor, New York, NY 10019
BD
CRD#: 133796
New York, NY
Past

August 19, 2019 - March 12, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
New York
(4/25/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 8/23/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/19/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CP
CENTERVIEW PARTNERS LLC
CENTERVIEW PARTNERS LLC | PRUZAN & CO., LLC

CRD#: 133796 / SEC#: , 8-66774

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


Main Address
31 West 52nd Street 22nd Floor, New York, NY 10019
Mailing Address
31 West 52nd Street 22nd Floor, New York, NY 10019
Phone number
(212) 380-2650
Established
Delaware since 02/25/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (2 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
CENTERVIEW PARTNERS ADVISORY HOLDINGS LLCMANAGING MEMBER
EFFRON, BLAIR WAYNEPARTNER1532642
HARTMAN, ALAN PHILIPPARTNER2595280
KOSOWSKY, AMANDA LENORECHIEF COMPLIANCE OFFICER6639399
PRUZAN, ROBERT ALANPARTNER2018542
ROBINSON, MARK JASONPARTNER2394581
VICARI, JEANNEFINOP & CHIEF FINANCIAL OFFICER1975263

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CENTERVIEW PARTNERS LLC

CRD#: 133796New York, NY 10019

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