Richard
Bursek
Certuity, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Bursek is a financial advisor who works in North Palm Beach, Florida with a total of 10 years of industry experience. Bursek works at Certuity, LLC. They have spent their entire time as a financial advisor at Certuity, Llc. Bursek has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Florida. Certuity, LLC is an advisory company headquartered in North Palm Beach, FL. The company has offices in five locations and a total of 32 employees. It has $4 billion in assets across its 3,774 accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 3,774 customer accounts, 80% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. However, fee types billed by Certuity, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Certuity, LLC Brokerage Details
$3,641,794,448
32
3,774
$964,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Richard Bursek Work History
Richard has been registered as a financial advisor for 10 years.*
Camden Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Bursek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Certuity, LLC
Cincinnati, OH
North Palm Beach, FL
Chicago, IL
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
