Claim Profile
Unclaimed Profile
SB

Stephen David Burton

CBRE CLARION SECURITIES LLC·RADNOR, Pennsylvania
Clean record24 years registeredCBRE CLARION SECURITIES LLC
201 KING OF PRUSSIA ROAD, RADNOR, PA 19087CRD# 4603200Firm CRD# 106256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen David Burton · RADNOR, PA
Registration
CRD #4603200 · CBRE CLARION SECURITIES LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: CBRE CLARION SECURITIES LLC
02

Registrations & Exams

Registration record
First registered · April 24, 2002
Years registered · 24
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
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
CRD 106256 · SEC 801-49083
AUM
$9.8B
Regulatory assets under management
Employees
64
57 client accounts
Services offered by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RADNOR?

Browse all registered financial advisors in RADNOR, Pennsylvania or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Stephen David Burton offer?
Stephen David Burton specializes in Investment Management, Retirement Planning, Wealth Management.
What are Stephen David Burton's credentials?
Stephen David Burton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen David Burton located?
Stephen David Burton is based in RADNOR, Pennsylvania, last registered with CBRE CLARION SECURITIES LLC.
How does Stephen David Burton charge for services?
Stephen David Burton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CBRE CLARION SECURITIES LLC?
CBRE CLARION SECURITIES LLC has approximately 64 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →