Steven Thomas Burnett

Employer firm

Trg Investment Advisors, LLC CRD 315629

$167M regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• INSTITUTIONAL CONSULTING

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

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

Current Employers

Employment History

• 03/2012 → 08/2021
  Cambridge Investment Research Inc.
  Fairfield, IA
• 03/2012 → 08/2021
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA
• 08/2021 → Present
  Trg Investment Advisors, Llc
  Brattleboro, VT

Previous Registrations

• 2012-03-08 → 2021-08-24
  Cambridge Investment Research Advisors, Inc.
  Norwich, VT
  West Lebanon, NH
  Keene, NH
  Norwich, VT
• 2007-01-01 → 2011-12-31
  Stancorp Investment Advisers, Inc.
  North Granby, CT
  Farmington, CT
• 2004-11-10 → 2007-01-01
  Invesmart Advisors Inc
  Woburn, MA

Other Businesses

1)HANOVER ROTARY, 2 SOUTH MAIN STREET, HANOVER,NH 03755. BEGAN 01/2014 AS MEMBER. NOT INVESTMENT RELATED. DEVOTES 1 HR/WEEK. 1 HR DURING TRADING. NON-PROFIT ORGANIZATION. 2)HARTFORD AREA CHAMBER OF COMMERCE 5966 QUECHEE, VT 05059-0823. BEGAN 1/2014 AS A BOARD MEMBER. NOT INVESTMENT RELATED. DEVOTES 1 HOUR/WEEK. 1 HOUR DURING TRADING. NON-PROFIT. 3)The Richards Group - Independent insurance agent for various independent insurance companies

Exams

• S66 Uniform Combined State Law Examination
  2004-11-09
• S63 Uniform Securities Agent State Law Examination
  2003-10-30