Role at Fiduciary Counselling
- Title on Schedule A
- Director
- Control
- Ann Burns is a control person of Fiduciary Counselling.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Ann Burns has held the filed role since August 2008.
The firm
Form ADV filed 17 March 2026
Career on record
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Ann Burns is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Ann Burns
- CRD
- 5651950
- Record basis
- Form ADV officer listing
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Ann Burns work?
Ann Burns has been Director of Fiduciary Counselling Inc since August 2008, and is a control person of the firm.
Leadership at Fiduciary Counselling
- Sarah IsabelPresident, Chief Executive Officer and Director
- Shari CliffordChief Financial Officer
- Jason MitchellChief Compliance Officer and Chief Operations Officer
- James CastellanoDirector
- Amy FieldsDirector
- Andrew LangChief Investment Officer
- Joel SommersDirector - Estate, Trust &
- Steven WeinsteinDirector