Unclaimed Profile

Richard Paul Bursek

CERTUITY, LLC·NORTH PALM BEACH, Florida

Series 65Clean record12 years registeredCERTUITY, LLC

1295 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408CRD# 2904138Firm CRD# 129505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Paul Bursek · NORTH PALM BEACH, FL

Registration

CRD #2904138 · CERTUITY, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CERTUITY, LLC

CERTUITY, LLC

Oct 2013 – Apr 2026

North Palm Beach, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 9, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CERTUITY, LLC

CRD 129505 · SEC 801-62580

AUM

$4.0B

Regulatory assets under management

Employees

3,286 client accounts

Services offered by CERTUITY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CERTUITY, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Paul Bursek offer?

Richard Paul Bursek specializes in Financial Planning, Investment Management, Retirement Planning.

What are Richard Paul Bursek's credentials?

Richard Paul Bursek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Paul Bursek located?

Richard Paul Bursek is based in NORTH PALM BEACH, Florida, last registered with CERTUITY, LLC.

How does Richard Paul Bursek charge for services?

Richard Paul Bursek's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CERTUITY, LLC?

CERTUITY, LLC has approximately 41 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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