Debra
Burnham

Premier Wealth Advisors, LLC

CRD#1172645
Investment Advisor
in New York, NY

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About this Advisor

Debra Burnham is a financial advisor who works out of New York, New York who has 2 years of industry experience. Burnham is an employee of Premier Wealth Advisors, LLC. Their career trajectory has included roles at Burnham Securities Inc, Rmb Capital Management, LLC, First Allied Securities, Inc, First Allied Advisory Services, Premier Wealth Advisors, LLC and Cetera Advisors LLC. Burnham has a Series 63 license, qualifying them as a securities agent, and is able to operate in New York. Premier Wealth Advisors, LLC is a firm headquartered in New York, NY. The firm has a total of 10 advisors. It manages $343 million in assets under management across its 594 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 594 accounts, 66% are associated with high-net-worth clients who have at least $1 million in assets. Premier Wealth Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees charged by Premier Wealth Advisors, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1411 Broadway 16Th Floor
New York, NY 10018

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Premier Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$343,276,619

NY Average: $7,464,549,021
Total Number of Employees

10

NY Average: 88
Total Number of Accounts

594

NY Average: 3,892
Average Account Size

$577,907

NY Average: $1,917,921

Investment Advisory Services

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

Debra Burnham Work History

Debra has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Cetera Advisors LLC

2018 - Present (6 years)

Premier Wealth Advisors, LLC

2021 - 2022 (1 year)

First Allied Advisory Services

2018 - 2022 (4 years)

First Allied Securities, Inc

2016 - 2018 (2 years)

Rmb Capital Management, LLC

1989 - 2016 (27 years)

Burnham Securities Inc

*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 Debra Burnham 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 Premier Wealth Advisors, LLC

Gregory Rickens
New York, NY
Edward Mally
New York, NY
Debra Burnham
New York, NY

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.

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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.

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