Richard Joseph Burkimsher

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 06/2020
  Hsbc Bank Usa, N.A.
  Melville, NY
• 04/2021 → 11/2021
  David Lerner Associates
  Syosset, NY
• 06/2020 → 04/2021
  Unemployed
  Holtsville, NY
• 11/2021 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2021-05-26 → 2021-12-03
  Spirit Of America Management Corp
  Syosset, NY
• 2017-12-19 → 2020-06-05
  Hsbc Securities (Usa) Inc.
  Melville, NY
  Melville, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-17
• S63 Uniform Securities Agent State Law Examination
  1992-07-06

Other Names

• Richard J (Jr) Burkimsher
• Richard Joseph Burkimsher
• Richard Joseph Burkimsher
• Richard Burkimsher