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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Russell Burton is an active financial advisor with over 10 years of experience in the financial industry. Brad Burton is currently registered with Morgan Stanley, where Brad Burton is a registered representative in Connecticut, Florida, and New York. Prior to joining Morgan Stanley, Brad Burton worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Northwestern Mutual Investment Services, LLC, and J.P. MORGAN SECURITIES LLC. Brad Burton holds Series 6, 7, 63, and 66 licenses, and has expertise in investment strategies, asset allocation, financial planning, and portfolio management. Brad Burton specializes in providing services to individuals, high-net-worth individuals, corporations, and other businesses. Brad Burton is dedicated to providing comprehensive financial advice and solutions tailored to meet the unique needs of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/16/2021 - Present
Morgan Stanley (Boca Raton FL)
NY
08/13/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
01/20/2016 - 08/01/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
10/01/2012 - 11/12/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREENLAWN NY)
BOTH
Issued 08/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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