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Robert Daniel Enright

Burton Enright Welch

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About Robert Daniel Enright

Robert Daniel Enright has over 30 years of experience in the financial services industry. Enright is currently registered with Burton Enright Welch, a firm he is a partner in. Enright's past employment includes positions at ROYAL ALLIANCE ASSOCIATES, INC., KEOGLER, MORGAN & COMPANY, INC., INTEGRATED RESOURCES EQUITY CORPORATION, CHRISTOPHER WEIL & COMPANY, INC, PLANVEST CAPITAL CORPORATION, and EQUITEC SECURITIES COMPANY. Enright holds Series 63 and 65 licenses and the Series 24 and 7 exams.

Firm Information

Robert Enright is currently registered with Burton Enright Welch. Burton Enright Welch is an investment advisor registered with the SEC and located in Walnut Creek, CA. The firm manages approximately $1.25 billion in assets for high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services.
Burton Enright Welch

1850 MT. DIABLO BOULEVARD

WALNUT CREEK, CA 94596

$1.25B

Assets Under Management

3

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Robert Enright’s Registration & Firm History

CA

07/07/2011 - Present

Burton Enright Welch (WALNUT CREEK CA)

CA

01/31/1997 - 08/16/2012

ROYAL ALLIANCE ASSOCIATES, INC. (WALNUT CREEK CA)

GA

10/26/1989 - 01/31/1997

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

NA

11/03/1988 - 11/08/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

01/08/1987 - 11/03/1988

CHRISTOPHER WEIL & COMPANY, INC

NA

01/24/1985 - 01/14/1987

PLANVEST CAPITAL CORPORATION

NA

08/17/1981 - 02/04/1985

EQUITEC SECURITIES COMPANY

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Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/1992

Series 24 - General Securities Principal Examination

BC

Issued 08/15/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Daniel Enright.
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