Unclaimed Profile

Richard Aaron Burling

RED GRANITE ADVISORS LLC·MILWAUKEE, Wisconsin

Series 6, Series 7, Series 63, Series 66Clean record24 years registeredRED GRANITE ADVISORS LLC

100 E. WISCONSIN AVE., MILWAUKEE, WI 53202CRD# 2045123Firm CRD# 140045

Profile Verification

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

Identity

Richard Aaron Burling · MILWAUKEE, WI

Registration

CRD #2045123 · RED GRANITE ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

F/M INVESTMENTS LLC

Apr 2024 – present

ZCM

May 2020 – May 2024

MILWAUKEE, WI

ZIEGLER CAPITAL MANAGEMENT, LLC

Apr 2013 – Jun 2020

MILWAUKEE, WI

RED GRANITE ADVISORS LLC

Jun 2006 – Nov 2013

MILWAUKEE, WI

ROBERT W. BAIRD & CO. INCORPORATED

Sep 2001 – May 2006

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · September 13, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RED GRANITE ADVISORS LLC

CRD 140045 · SEC 801-66479

AUM

$478M

Regulatory assets under management

Employees

2 client accounts

Services offered by RED GRANITE ADVISORS LLC

Per Form ADV

Selection of other advisers

View all advisors at RED GRANITE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Richard Aaron Burling offer?

Richard Aaron Burling specializes in Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Richard Aaron Burling's credentials?

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

Where is Richard Aaron Burling located?

Richard Aaron Burling is based in MILWAUKEE, Wisconsin, working with RED GRANITE ADVISORS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Richard Aaron Burling charge for services?

Richard Aaron Burling's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RED GRANITE ADVISORS LLC?

RED GRANITE ADVISORS LLC has approximately 6 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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