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Richard Aaron Burling

F/m Investments LLC

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About Richard Aaron Burling

Richard Aaron Burling is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with F/m Investments LLC in Wisconsin and has previously been associated with Robert W. Baird & Co. Incorporated and Elan Investment Services, Inc. Richard specializes in providing investment advisory services to a variety of clients, including high-net-worth individuals, corporations, investment companies, and charitable organizations. Richard is a Chartered Financial Analyst.

Firm Information

Richard Burling is currently registered with F/m Investments LLC. F/m Investments LLC is an investment advisor based in WASHINGTON, DC. The firm manages $1 billion - $10 billion in assets for individuals, businesses, investment companies, pooled investment vehicles, pension plans, and other entities. They offer portfolio management and advisory services, including pension consulting and selection of other advisors. F/m Investments LLC has 35 investment advisory functions and 24 investment adviser representatives. The firm also participates in wrap fee programs.
F/m Investments LLC

3050 K. ST NW

WASHINGTON, DC 20007

$12.85B

Assets Under Management

15

Total Clients

17

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Burling’s Registration & Firm History

DC

04/02/2024 - Present

F/m Investments LLC (WASHINGTON DC)

WI

05/15/2001 - 05/09/2006

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NA

04/10/1990 - 12/31/1991

ELAN INVESTMENT SERVICES, INC.

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Licenses & Designations

BOTH

Issued 06/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/09/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Aaron Burling.
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