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Thomas Burt

Arete Wealth Management, LLC

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About Thomas Burt

Thomas Burt is a financial advisor with over 23 years of experience in the industry. Thomas is currently registered with Arete Wealth Management, LLC, and has a Series 7, 24 and 63 license. Previously, Thomas was with Blackrock Investments, LLC for over 12 years and Nuveen Investments, LLC for over 7 years. Thomas is registered in 51 states.

Firm Information

Thomas Burt is currently registered with Arete Wealth Management, LLC. Arete Wealth Management, LLC is a Limited Liability Company formed on January 20, 1998. The firm is registered with the SEC and in 53 states.

Not reported

Assets Under Management

Not reported

Total Clients

88

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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Thomas Burt’s Registration & Firm History

IL

06/01/2023 - Present

Arete Wealth Management, LLC (CHICAGO IL)

NJ

01/04/2010 - 03/04/2022

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

PA

04/24/2001 - 07/07/2009

NUVEEN INVESTMENTS, LLC (RADNOR PA)

IL

12/19/1997 - 01/26/2001

NUVEEN INVESTMENTS (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Burt.
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