SB
CFA
SB
CFA

Samuel Burns

20 Years of Experience
Sherborn, MA

Samuel Burns is a CFA-designated registered investment advisor at Mill Street Research, based in Sherborn, MA, with 20 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Sherborn, MA

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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.

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Employment History
Current Registrations
Mill Street Research
May 2016 - Present · 10 yrs
Previous Registrations
Oppenheimer & CO. INC.Broker
January 2013 - March 2016 · 3 yrs 2 mos
Brown Brothers Harriman & CO.Broker
February 2011 - September 2012 · 1 yr 7 mos
State Street Global Markets, LLCBroker
January 2005 - November 2010 · 5 yrs 10 mos
State Registrations2 states
MATX
Advisor

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Exams
No exam information available for this advisor.