TB
TB

Thomas Burt

42 Years of Experience
Fort Myers, FL
Broker

Thomas Burt is a registered investment advisor, based in Fort Myers, FL, with 42 years of industry experience.

Location

12800 University Drive, Suite 195, Fort Myers, FL, 33907

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
May 2025 - Present · 1 yr
Sanctuary Advisors, LLC
May 2025 - Present · 1 yr
Previous Registrations
UBS Financial Services INC.
February 2012 - May 2025 · 13 yrs 3 mos
UBS Financial Services INC.Broker
February 2012 - May 2025 · 13 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
Morgan Stanley
May 1983 - April 2007 · 23 yrs 11 mos
State Registrations10 states
ALFLGAINMINJOHOKSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Thomas Burt - Financial Advisor | TrueAdvisor