Douglas Burns has been Principal of BPC Advisors since October 2016, is a control person of the firm and directly owns between 50% and 75% of it. Douglas Burns studied at the University of Notre Dame.
BPC Advisors LLC is an East Syracuse, NY firm with $158M under management, 126 clients and 2 advisers in one office, as of its March 2026 filing.
Douglas R. Burns Jr. started BPC Advisors, based in Syracuse, NY. He began his career in New York City in financial services, as an auditor at Ernst & Young LLP and then in a risk management role at J.P. Morgan. After moving back to Syracuse he began working with individuals on their financial goals, and in 2011 he moved to an advisory firm before starting BPC Advisors.
Douglas Burns’ longest registration is the current one, 5 years at BPC Advisors since 2021. Before joining BPC Advisors in 2021, Douglas Burns was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- BPC Advisors LLCCurrent– present · 5 yearsEast Syracuse, NY · Adviser representative · Firm CRD 284429
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearSyracuse, NY · Adviser representative · Firm CRD 7691
Professional designations
Listed by BPC Advisors
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Douglas Burns is registered as an investment adviser representative in New York, since May 2021.
- New YorkSince 13 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 November 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 2001 |
| Series 7 | General Securities Representative Examination | 30 October 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas R. Burns
- CRD
- 4223033
- Firm
- BPC Advisors · CRD 284429
- Role
- Principal
- Office
- 6390 Fly Road, 2nd Floor, East Syracuse, NY 13057
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bpcadvisors.com
Where does Douglas Burns work?
Douglas Burns has been Principal of BPC Advisors LLC since October 2016, and is a control person of the firm.
Is Douglas Burns a financial advisor?
Yes. Douglas Burns has a current investment-adviser registration in New York, through BPC Advisors since May 2021.
How many years of experience does Douglas Burns have?
Douglas Burns has 5 years in the financial industry, since February 2021, across 2 adviser firms.
What exams has Douglas Burns passed?
Douglas Burns has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 2000.
Where did Douglas Burns work before BPC Advisors?
Before BPC Advisors, Douglas Burns was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2010 to February 2011.
Where is Douglas Burns based?
Douglas Burns’ registered office is in East Syracuse, NY.
Is Douglas Burns registered with FINRA?
No. Douglas Burns has no current broker registration.
Is Douglas Burns a CFP?
BPC Advisors lists Douglas Burns with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Douglas R. Burns Jr., CFA, CFP®, CPA biography, bpcadvisors.com
Is Douglas Burns a CFA charterholder?
BPC Advisors lists Douglas Burns with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Douglas R. Burns Jr., CFA, CFP®, CPA biography, bpcadvisors.com
How can I verify Douglas Burns’ record?
Search CRD 4223033 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Burns’ full registration record.
