Douglas Allen Burtnick

Current Employers

Employment History

• 09/2007 → 12/2018
  Aberdeen Asset Management
  Philadelphia, PA
• 08/2020 → 03/2024
  Capital Preservation Advisors Aka Nightingale Advisors
  Warwick, RI
• 12/2018 → 03/2020
  Private Investor
  Blue Bell, PA
• 05/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 05/2024 → Present
  Rubingoldman And Associates
  Bala Cynwyd, PA
• 03/2020 → 04/2024
  Equity Risk Services
  North Kingstown, RI

Previous Registrations

• 2020-03-31 → 2023-09-15
  Nightingale Advisors, Llc
  North Kingstown, RI
  Blue Bell, PA

Other Businesses

1)CONGREGATION BETH OR, 239 E. WELSH RD, MAPLE GLEN, PA 19002, TREASURER AND BOARD MEMBER, 10 HRS PER MO, START DATE: 6/15/18, NOT INVESTMENT RELATED; 2) CFA SOCIETY OF PHILADELPHIA, VOLUNTEER, DUTIES: HELP WITH TWO COMMITTEES, SUSTAINABLE INVESTING THOUGHT LEADERSHIP GROUP AND ANNUAL RESEARCH CHALLENGE. I PROVIDE SUPPORT FOR PROGRAM DEVELOPMENT FOR THE SUSTAINABLE INVESTING GROUP -- IE, WEBINARS, AND MEETINGS WITH IN-PERSON SPEAKERS. FOR ANNUAL RESEARCH CHALLENGE, I SUPPORT THE REGIONAL GROUP RUNNING THE ANNUAL CHALLENGE WHERE NUMEROUS LOCAL UNIVERSITY TEAMS COMPETE TO GENERATE THE BEST RESEARCH REPORT FOR A PUBLICLY TRADED COMPANY. NO INSIDE INFORMATION, ONLY PUBLIC INFO, AND I DO NOT MAKE ANY RECOMMENDATIONS FOR THE COMPETITORS OR ANY PUBLISHED DOCUMENTS, START DATE: 8/31/19, 6 HRS PER MO, NOT INVESTMENT RELATED; 3) RUBINGOLDMAN AND ASSOCIATES, 40 MONUMENT RD, STE 107, BALA CYNWYD, PA 19004, REGISTERED REPRESENTATIVE, DUTIES: , START DATE: 5/1/24, 160 HRS PER MO; 4) CFA SOCIETY OF PHILADELPHIA, 100 N 20TH ST 4TH FL, PHILADELPHIA, PA 19103, BOARD MEMBER, DUTIES: PARTICIPATE ON BOARD OF DIRECTORS, OCCASIONALLY VOLUNTEER FOR AND CONTRIBUTE TO GROUP FUNCTIONS FOR THE ORGANIZATION THAT REPRESENTS 2500 CHARTERED FINANCIAL ANALYSTS ACROSS THE PHILADELPHIA REGION, START DATE: 6/1/25, 3 HRS PER MO, NOT INVESTMENT RELATED; 5) USING DBURTNICK@RUBGOLD.COM AND RUBGOLD.COM TO CONDUCT EQUITABLE BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2024-07-02

Other Names

• Douglas Allen Burtnick
• Doug Burtnick