Unclaimed Profile

Douglas R. Burns

BPC ADVISORS LLC·EAST SYRACUSE, New York

Series 7, Series 63, Series 66Clean record15 years registeredBPC ADVISORS LLC

6390 FLY ROAD, EAST SYRACUSE, NY 13057CRD# 4223033Firm CRD# 284429

Profile Verification

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

Identity

Douglas R. Burns · EAST SYRACUSE, NY

Registration

CRD #4223033 · BPC ADVISORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

BPC ADVISORS LLC

May 2021 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2010 – Feb 2011

SYRACUSE, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · November 22, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BPC ADVISORS LLC

CRD 284429 · SEC 801-116828

AUM

$142M

Regulatory assets under management

Employees

405 client accounts

Services offered by BPC ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BPC ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Douglas R. Burns offer?

Douglas R. Burns specializes in Financial Planning, Investment Management. Contact their office in EAST SYRACUSE, New York for a consultation.

What are Douglas R. Burns's credentials?

Douglas R. Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas R. Burns located?

Douglas R. Burns is based in EAST SYRACUSE, New York, working with BPC ADVISORS LLC. Their office serves clients in the EAST SYRACUSE metropolitan area and surrounding communities.

How does Douglas R. Burns charge for services?

Douglas R. Burns's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BPC ADVISORS LLC?

BPC ADVISORS LLC has approximately 2 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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