Donald Burnaford has been an investment adviser representative at MPI Wealth Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Mpi Wealth Management LLC is a Hinsdale, IL firm with $234M under management, 153 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Donald Burnaford is Financial Advisor of MPI Wealth Management, based in New Jersey. He joined MPI Wealth Management in 2025 and has over 15 years of financial experience focusing on family wealth and client communication. He manages fixed income, equity and balanced portfolios for high net worth and institutional clients throughout the United States.
Donald Burnaford’s longest registration was 10 years at American Portfolios Advisors, Inc (2013–2024). Before joining MPI Wealth Management in 2025, Donald Burnaford was registered through Osaic Wealth, Inc. and Copper Beech Financial Group, LLC.
- Mpi Wealth Management LLCCurrent– present · 1 yearHarvey Cedars, NJ · Adviser representative · Firm CRD 301011
- Osaic Wealth, Inc.– · under a yearMoorestown, NJ · Adviser representative · Firm CRD 23131
- Copper Beech Financial Group, LLC– · 3 yearsHarvey Cedars, NJ · Adviser representative · Firm CRD 313156
- Family Office Partners, Inc.– · under a yearHarvey Cedars, NJ · Adviser representative · Firm CRD 285939
- American Portfolios Advisors, Inc– · 10 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- New England Securities Corporation– · 3 yearsWall Township, NJ · Adviser representative · Firm CRD 615
- Lincoln Financial Advisors Corporation– · 5 yearsManalapan, NJ · Adviser representative · Firm CRD 3978
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 March 1998 |
| Series 1 | Registered Representative Examination | 28 June 1973 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Donald Robert Burnaford
- CRD
- 36065
- Firm
- MPI Wealth Management · CRD 301011
- Office
- Harvey Cedars, NJ
- Registration
- Investment adviser registration
- In the industry since
- July 1973
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mpiwealthmanagement.com
Where does Donald Burnaford work?
Donald Burnaford is an investment adviser representative registered through Mpi Wealth Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Donald Burnaford a financial advisor?
Yes. Donald Burnaford has a current investment-adviser registration, through MPI Wealth Management since March 2025.
How many years of experience does Donald Burnaford have?
Donald Burnaford has 53 years in the financial industry, since July 1973, across 7 adviser firms.
What exams has Donald Burnaford passed?
Donald Burnaford has passed 3 licensing exams: the Series 1, Series 63 and Series 7TO. The earliest, the Series 1, was passed in June 1973. FINRA credited Donald Burnaford with the SIE, which began in October 2018.
Where did Donald Burnaford work before MPI Wealth Management?
Before MPI Wealth Management, Donald Burnaford was registered through Family Office Partners, Inc., June 2017 to December 2017; American Portfolios Advisors, Inc, October 2013 to October 2024; New England Securities Corporation, December 2009 to October 2013; Lincoln Financial Advisors Corporation, May 2004 to December 2009.
Where is Donald Burnaford based?
Donald Burnaford’s registered office is in Harvey Cedars, NJ.
Is Donald Burnaford registered with FINRA?
No. Donald Burnaford has no current broker registration.
How can I verify Donald Burnaford’s record?
Search CRD 36065 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Burnaford’s full registration record.
David PequetChief Executive Officer- Gery SadzewiczChief Compliance Officer
Matthew PequetManaging Member