ChFC

Charles Burmaster

33 Years of Experience

1 DisclosureBrokerSells Insurance

Charles Burmaster is a ChFC-designated registered investment advisor, based in New Hartford, NY, with 33 years of industry experience.

Location

16 Kellogg Road, New Hartford, NY, 13413

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Charles owns SBB Properties, LLC, a holding company for rental property, and spends minimal time on maintenance. He is also an IAR for CS Planning d/b/a The Collingwood Group, dedicating full-time hours to providing advice to clients, and a member/owner of Collingwood Group LLC, spending a few hours per week on administrative tasks. Charles also sells fixed/traditional insurance products, dedicating minimal time to this activity.

Employment History

Current Registrations

Purshe Kaplan Sterling InvestmentsBroker

February 2023 - Present · 3 yrs 2 mos

Cs Planning CORP

September 2022 - Present · 3 yrs 7 mos

Previous Registrations

Cadaret Grant & CO INC

May 2021 - September 2022 · 1 yr 4 mos

Cadaret, Grant & CO., INC.Broker

July 2000 - September 2022 · 22 yrs 2 mos

Mutual of Omaha Investor Services, INC.Broker

October 1992 - August 2000 · 7 yrs 10 mos

State Registrations3 states

NYPATX

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.