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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burt? Claim Your ProfileBurt Martin Mills is an Investment Advisor Representative and a Registered Principal with Rockefeller Financial LLC. Burt has been in the financial industry for over 13 years. Prior to joining Rockefeller Financial LLC, Burt was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Burt has passed the Series 66, Series 79, Series 7, and Series 24 exams. Burt holds a current state registration in New York. Burt's areas of specializations include Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting. Burt has a strong commitment to providing exceptional client service.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/22/2021 - Present
Rockefeller Financial LLC (NEW YORK NY)
NY
07/27/2006 - 05/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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