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Carol H Chesser

BURNS FINANCIAL MANAGEMENT, INC.·NORTH PALM BEACH, Florida
Series 7, Series 24, Series 63Clean record31 years registeredBURNS FINANCIAL MANAGEMENT, INC.
1208 U. S. HIGHWAY 1, SUITE A, NORTH PALM BEACH, FL 33408CRD# 2118118Firm CRD# 130406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carol H Chesser · NORTH PALM BEACH, FL
Registration
CRD #2118118 · BURNS FINANCIAL MANAGEMENT, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

FAMILY STEWARD WEALTH CONSULTING®
Apr 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · April 14, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BURNS FINANCIAL MANAGEMENT, INC.
CRD 130406 · SEC 801-63135
AUM
$50M
Regulatory assets under management
Employees
1
213 client accounts
Services offered by BURNS FINANCIAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BURNS FINANCIAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Carol H Chesser offer?
Carol H Chesser specializes in Financial Planning, Investment Management. Contact their office in NORTH PALM BEACH, Florida for a consultation.
What are Carol H Chesser's credentials?
Carol H Chesser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol H Chesser located?
Carol H Chesser is based in NORTH PALM BEACH, Florida, working with BURNS FINANCIAL MANAGEMENT, INC.. Their office serves clients in the NORTH PALM BEACH metropolitan area and surrounding communities.
How does Carol H Chesser charge for services?
Carol H Chesser's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiated fee for service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNS FINANCIAL MANAGEMENT, INC.?
BURNS FINANCIAL MANAGEMENT, INC. has approximately 1 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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