Unclaimed
Dmitry Burt is an active broker-dealer and registered representative, with over 20 years of experience in the financial industry. Dmitry is currently registered with HSBC Securities (USA) Inc., in Boston, MA. Prior to joining HSBC, Dmitry has been associated with firms such as Citigroup Global Markets Inc., Barclays Capital Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dmitry holds the Series 7 and 66 licenses and the SIE exam. Dmitry has experience providing financial services and investments to individual and institutional clients and is specialized in investment management, mutual funds, and fixed income.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
08/03/2022 - Present
Hsbc Securities (usa) Inc. (BOSTON MA)
MA
07/11/2006 - 06/29/2022
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
02/22/2005 - 06/01/2006
BARCLAYS CAPITAL INC. (BOSTON MA)
NY
07/18/2001 - 02/16/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dmitry Burt is the right advisor for you? Invested Better is here to help.