Steven Burnett
Steven Burnett is a registered investment advisor at Trg Investment Advisors, LLC, based in Brattleboro, VT, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 354 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRG Investment Advisors offers asset management services to friends and family, but does not assess advisory fees for this service. TRG also manages 529 accounts, with a maximum annual fee of 0.6% of the account value, billed quarterly in advance.
Location
48 Harris Place, Brattleboro, VT, 05301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a member of Hanover Rotary and a board member of the Hartford Area Chamber of Commerce, dedicating minimal time to each. He is also an independent insurance agent for The Richards Group.
Employment History
Current Registrations
Trg Investment Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Invesmart Advisors INC
Invesmart Securities, LLCBroker
Prudential Retirement Brokerage Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.