Michael Burr has been Managing Member & CCO of Steady Returns since May 2013, is a control person of the firm and directly owns between 50% and 75% of it.
Steady Returns, LLC is a firm with $160M under management, 336 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Michael Burr’s longest registration is the current one, 13 years at Steady Returns since 2013. Before joining Steady Returns in 2013, Michael Burr was registered through American Portfolios Advisors, Inc.
- American Portfolios Advisors, Inc– · 7 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
Investment adviser representative registrations
Michael Burr is registered as an investment adviser representative in 2 states. The first approvals date from June 2013; the most recent is North Carolina, in February 2016.
- FloridaSince 19 June 2013
- North CarolinaSince 11 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 April 2006 |
| Series 7 | General Securities Representative Examination | 4 April 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael William Burr
- CRD
- 5102722
- Firm
- Steady Returns · CRD 166834
- Role
- Managing Member & CCO
- Office
- Charlotte, NC
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Burr work?
Michael Burr has been Managing Member & CCO of Steady Returns, LLC since May 2013, and is a control person of the firm.
Is Michael Burr a financial advisor?
Yes. Michael Burr has a current investment-adviser registration in Florida and North Carolina, through Steady Returns since May 2013.
How many years of experience does Michael Burr have?
Michael Burr has 20 years in the financial industry, since April 2006, across 2 adviser firms.
What exams has Michael Burr passed?
Michael Burr has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2006.
Where is Michael Burr based?
Michael Burr’s registered office is in Charlotte, NC.
Is Michael Burr registered with FINRA?
No. Michael Burr has no current broker registration.
How can I verify Michael Burr’s record?
Search CRD 5102722 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Burr’s full registration record.