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Owen Burns

Cantor Fitzgerald Investment Advisors

New York, NY

Smith Group Asset Management, LLC

Dallas, TX

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Current Employers
Cantor Fitzgerald Investment Advisors

110 East 59Th Street 7Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-07-01
  • AL RA
    APPROVED
    Since 2026-07-01

Branch Locations

110 East 59Th Street 7Th Floor, New York, NY 10022 • United States

Smith Group Asset Management, Llc

100 Crescent Court, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-01-03
  • AL RA
    APPROVED
    Since 2023-01-03

Branch Locations

100 Crescent Court, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbva Securities Inc. Birmingham AL 04/2014 09/2021
Compass Bank Birmingham AL 04/2014 09/2021
Bbva Compass Insurance Agency, Inc. Austin TX 04/2014 09/2021
Bbva Wealth Solutions Inc. Birmingham AL 10/2016 09/2021
Cantor Fitzgerald & Co. New York NY 09/2021 Present
Cantor Fitzgerald Investment Advisors Brimingham AL 07/2026 Present
  • 04/2014 → 09/2021
    Bbva Securities Inc.
    Birmingham, AL
  • 04/2014 → 09/2021
    Compass Bank
    Birmingham, AL
  • 04/2014 → 09/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 10/2016 → 09/2021
    Bbva Wealth Solutions Inc.
    Birmingham, AL
  • 09/2021 → Present
    Cantor Fitzgerald & Co.
    New York, NY
  • 07/2026 → Present
    Cantor Fitzgerald Investment Advisors
    Brimingham, AL
Previous Registrations
  • 2021-09-28 → 2023-01-03
    Cantor Fitzgerald Investment Advisors
    Birmingham, AL
    New York, NY
  • 2016-10-05 → 2021-09-27
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-30
S63 Uniform Securities Agent State Law Examination 2012-12-16
  • S65 Uniform Investment Adviser Law Examination
    2016-09-30
  • S63 Uniform Securities Agent State Law Examination
    2012-12-16
Other Names
  • Owen Burns
  • Owen Burns
  • Owen P Burns

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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