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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gerard Burns is a registered Investment Advisor Representative with Coastal Bridge Advisors, a firm based in Westport, CT. Kevin has been in the financial services industry for over 30 years, and has a broad range of experience in providing financial advice to individuals and businesses. Kevin holds Series 7, Series 31, Series 63, and Series 65 licenses. Kevin has been with Coastal Bridge Advisors since 2009, and prior to that, worked at several other firms including Pursh Kaplan Sterling Investments, Nutmeg Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Salomon Smith Barney Inc., Lehman Brothers Inc., Oppenheimer & Co., Inc., and PaineWebber Incorporated. Kevin has an active registration with the state of California as an Investment Advisor Representative and an active registration with the state of Connecticut as an Investment Advisor Representative. Kevin's specializations include providing financial advice to corporations, individuals, high net worth individuals, and insurance companies.
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.
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
CT
02/08/2010 - Present
Coastal Bridge Advisors (WESTPORT CT)
CT
01/03/2012 - 05/01/2013
PURSHE KAPLAN STERLING INVESTMENTS (WESTPORT CT)
CT
10/17/2008 - 12/31/2011
NUTMEG SECURITIES, LLC (WESTPORT CT)
CT
09/01/2000 - 10/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
NY
07/31/1993 - 09/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/27/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/27/1984 - 03/04/1987
OPPENHEIMER & CO., INC.
NA
04/29/1982 - 06/26/1984
PAINEWEBBER INCORPORATED
IA
Issued 06/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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