Ross Wilson Burnam

Employer firm

Omicron Advisors, LLC CRD 165250

$151M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension 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

• 08/1989 → Present
  Ross W. Burnam, Cpa, Pa
  Newark, DE
• 09/2012 → Present
  Omicron Advisors, Llc
  Newark, DE

Previous Registrations

• 2007-11-06 → 2014-12-31
  1St Global Advisors Inc
  Newark, DE
• 2001-03-02 → 2007-11-09
  Equitable Advisors, Llc
  New York, NY
  Bala Cynwyd, PA
  Newark, DE
  Newark, DE

Other Businesses

1) ROSS W. BURNAM, CPA PA, NON INVESTMENT RELATED, 100% OWNER, PRESIDENT, SINCE 1989, 80HRS/MONTH. 2) ELK RIVER, LLC, NON INVESTMENT RELATED, REAL ESTATE OWNERSHIP AND LEASING, 50% OWNER, MEMBER SINCE JANUARY 1997, 1 HR/MO, 0 HR/MO DURING TRADING. 3) TESTAMENTARY EDUCATION TRUST, NON INVESTMENT RELATED; SUCCESSOR TRUSTEE; DECEMBER 2003; 2HRS/MONTH.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-21

Designations

• Certified Financial Planner
• Personal Financial Specialist