Charles Gregory Burmaster

Employer firm

Cs Planning Corp CRD 149937

$1.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2019 → 09/2022
  Cadaret, Grant & Co., Inc.
  New Hartford, NY
• 04/2018 → 05/2020
  Master Planners & Associates
  New Hartford, NY
• 01/2017 → 04/2018
  Colorado College
  Colorado Springs, CO
• 06/2017 → 07/2017
  Owera Vineyard
  Cazenovia, NY
• 01/2016 → 06/2017
  Colorado College
  Colorado Springs, CO
• 03/2017 → 05/2017
  Boriello Brothers Pizza
  Colorado Springs, CO
• 01/2015 → 02/2017
  Unemployed (Playing Hockey)
  Middleton, MA
• 03/2019 → 10/2019
  East Coast Hockey League
  Fort Wayne, IN
• 03/2019 → 10/2019
  East Coast Hockey League
  Norfolk, VA
• 11/2019 → 03/2020
  Southern Professional Hockey Team
  Huntsville, AL
• 11/2019 → 03/2020
  Southern Professional Hockey League
  Quad City, IL
• 11/2020 → 06/2021
  East Coast Hockey League
  Tulsa, OK
• 09/2022 → Present
  Cs Planning Corp.
  New Hartford, NY
• 09/2022 → Present
  Mutual Securities, Inc.
  New Hartford, NY

Previous Registrations

• 2020-05-06 → 2022-09-06
  Cadaret, Grant & Co., Inc.
  New Hartford, NY

Other Businesses

1) Lines of Insurance: Fixed Annuities, Life/Health and LTC, not invest-related, through various companies in NY, including Advisors Insurance Brokers, starting 5/5/20, 80 hours per month. 2) Arbonne International, 4736 Eaton Brook Rd, Eaton, NY, Consultant since 5/11/20, 1 hour per month.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-04