Steven Thomas Burnett

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2011-11-09
CA	RA	APPROVED	2001-02-13

TX RA
APPROVED

Since 2011-11-09
CA RA
APPROVED

Since 2001-02-13

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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

Organization	City	State	From	To
Allworth Financial	Folsom	CA	09/1996	Present
Aw Securities	Folsom	CA	01/2008	Present
Hanson Mcclain Strategic Advisors, Inc.	Sacramento	CA	05/2011	Present

09/1996 → Present

Allworth Financial

Folsom, CA
01/2008 → Present

Aw Securities

Folsom, CA
05/2011 → Present

Hanson Mcclain Strategic Advisors, Inc.

Sacramento, CA

Previous Registrations

2011-08-10 → 2012-06-28

Pathway Strategic Advisors

Folsom, CA

Other Businesses

Auburn Valley HOA - Auburn, CA - General HOA duties working with 3rd party Hignell Mgmt that runs the HOA activity - not investment related - no compensation - not during trading hours - started 4/2025

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-02-05

S63 Uniform Securities Agent State Law Examination

1993-02-05

Designations

Certified Financial Planner

View on SEC IAPD