David Russel Burgio

Current Employers

Employment History

• 01/2011 → 02/2017
  Lincoln Financial Advisors Corporation
  Amherst, NY
• 02/2017 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Depew, NY
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Depew, NY

Previous Registrations

• 2017-02-27 → 2025-08-15
  Commonwealth Financial Network
  Depew, NY
• 2011-01-28 → 2017-03-06
  Osaic Fa, Inc.
  Orchard Park, NY
  Williamsville, NY
  Orchard Park, NY
  Treasure Island, FL
• 1999-10-29 → 2011-02-25
  Asset & Financial Planning, Ltd
  Clearwater, FL
  Williamsville, NY

Other Businesses

(1) Name of Business: Address: 1 Evergreen Trail, Orchard Park, NY, 14127, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: pay quarterly association fees and monthly utilities; we have an agent that rents it out and takes care of it. (2) Name of Business: Beck & Valazza Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Beck & Valazza owns the building in which I conduct my financial planning practice. (3) Name of Business: Custom Wealth Strategies LLC. Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: fixed annuities, Term, whole life, and UL (4) Name of Business: Custom Wealth Strategies, LLC. Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/11/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I run my financial planning practice under this company (5) Name of Business: David R Burgio Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: income tax preparation for client's individual tax returns

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-09
• S63 Uniform Securities Agent State Law Examination
  1993-08-18

Designations

Other Names

• Dave R Burgio
• David Russell Burgio