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Richard Frederick Burdick

ALT Fund Distributors LLC

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About Richard Frederick Burdick

Richard Burdick has over 25 years of experience in the financial services industry. Richard is currently registered with Alt Fund Distributors LLC, and has held previous positions at STIRA Capital Markets Group, LLC, American Equity Investment Corporation, Transamerica Financial Advisors, Inc, Prudential Annuities Distributors, Inc, and First Investors Corporation. Richard holds FINRA Series 7, 6, 63, and 65 licenses, as well as the SIE exam.

Firm Information

Richard Burdick is currently registered with ALT Fund Distributors LLC. ALT Fund Distributors LLC is a Limited Liability Company formed in December 2007. The firm is registered in all 50 states and the District of Columbia and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

9

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.

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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Richard Burdick’s Registration & Firm History

NY

10/15/2018 - Present

ALT Fund Distributors LLC (New York NY)

CA

09/27/2016 - 10/15/2018

STIRA CAPITAL MARKETS GROUP, LLC (IRVINE CA)

IN

05/02/2016 - 07/29/2016

AMERICAN EQUITY INVESTMENT CORPORATION (NEW ALBANY IN)

FL

10/03/2014 - 03/31/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (TAMPA FL)

CT

02/25/1994 - 11/05/2012

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

NJ

09/23/1991 - 02/03/1992

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 02/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/20/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Frederick Burdick. Review regulatory record here.
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