Robert
Burns

Kestra Advisory Services, LLC

CRD#1179306
Investment Advisor
in Boston, MA
Are you Robert Burns? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Burns is a financial advisor who lives in Boston, Massachusetts. Currently a registered financial advisor with Kestra Advisory Services, LLC, they have gathered a notable 35 years of practice in the financial advisory industry. Burns has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Burns is registered to act as an advisor based out of Massachusetts. Burns has gained experience at Conn. Mutual Life Insurance Co, Partners Group Cambridge, Partners Securities, Inc, Kestra Financial Services, Inc and Nfp Securities, Inc. Kestra Advisory Services, LLC is based out of Boston, Massachusetts, and has 513 additional offices throughout the country. Overall, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

35 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

176 Federal Street Mezzanine Level
Boston, MA 02110

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.

Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

MA Average: $3,042,739,679
Total Number of Employees

1,231

MA Average: 49
Total Number of Accounts

75,277

MA Average: 2,315
Average Account Size

$271,236

MA Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Robert Burns Work History

Robert has 35 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

1997 - Present (22 years)

Partners Securities, Inc

1997 - 2016 (19 years)

Nfp Securities, Inc

1995 - Present (24 years)

Partners Group Cambridge

1983 - Present (36 years)

Conn. Mutual Life Insurance Co

Disclosures

Robert Burns has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started