Gregory Charles Burns

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2011 → 09/2016
  Edward Jones
  St Louis, MO
• 11/2016 → 10/2022
  Cantella & Co., Inc.
  Boston, MA
• 10/2022 → Present
  Raymond James Financial Services, Inc.
  Owego, NY
• 10/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Owego, NY

Previous Registrations

• 2016-11-07 → 2022-10-20
  Cantella & Co., Inc.
  Owego, NY
  Vestal, NY
  Malden, MA
• 2011-09-26 → 2016-09-28
  Edward Jones
  St Louis, MO
  Binghamton, NY
  Owego, NY

Other Businesses

(1)Name of Business: Entrust Wealth Management Address: 35 Lake St, Owego, NY, 13827-1531, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Raymond James Investment Services - Financial Advisor (2)Name of Business: I see the lake LLC Address: 4237 Marietta Dr, Vestal, NY, 13850, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owning member of a family owned vacation property (3)Name of Business: TESG Inc Address: 35 Lake St, Owego, NY, 13827-1531, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: S-corp set up to create a new tax with holding for IRS, will create checking account under S-Corp to have taxes withheld

Exams

• S66 Uniform Combined State Law Examination
  2011-07-28

Other Names

• Gregory Burns