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Robert William Burns

Equitable Distributors, LLC

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About Robert William Burns

Robert William Burns is a registered representative with Equitable Distributors, LLC in New York, NY. Robert has been in the financial services industry since January 9, 1998. Robert has passed the Series 63, Series 7, Series 26 and SIE exams. Robert has also passed the Uniform Investment Adviser Law Examination (Series 65). Robert is registered with the state of Connecticut. Robert was previously registered with Hartford Equity Sales Company Inc. and Dean Witter Reynolds Inc.

Firm Information

Robert Burns is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

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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Robert Burns’s Registration & Firm History

NY

05/30/2006 - Present

Equitable Distributors, LLC (New York NY)

CT

07/19/2000 - 06/05/2006

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NY

10/08/1996 - 04/16/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/30/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert William Burns.
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