Ross Burnam has been Managing Member of Omicron Advisors since July 2012, is a control person of the firm and directly owns 75% or more of it. Ross Burnam studied at the University of Delaware.
Omicron Advisors, LLC is a Lancaster, PA firm with $151M under management, 82 clients and 2 advisers in one office, as of its March 2026 filing.
Ross W. Burnam is a member of the team at Omicron Advisors. After graduating from University of Delaware and earning his CPA certification, he started a firm to help small businesses and individual clients manage costs and taxes. He later extended that work to personal financial planning.
Ross Burnam’s longest registration is the current one, 13 years at Omicron Advisors since 2013. Before joining Omicron Advisors in 2013, Ross Burnam was registered through 1st Global Advisors Inc and Axa Advisors, LLC.
- Omicron Advisors, LLCCurrent– present · 13 yearsLancaster, PA · Adviser representative · Firm CRD 165250
- 1st Global Advisors Inc– · 7 yearsNewark, DE · Adviser representative · Firm CRD 111133
- Axa Advisors, LLC– · 6 yearsNewark, DE · Adviser representative · Firm CRD 6627
Professional designations
Listed by Omicron Advisors
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ross Burnam is registered as an investment adviser representative in 3 states. The first approvals date from January 2013; the most recent is Maryland, in May 2015.
- DelawareSince 2 January 2013
- MarylandSince 11 May 2015
- PennsylvaniaSince 13 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 3 January 2000 |
| Series 66 | Uniform Combined State Law Examination | 21 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Ross Wilson Burnam
- CRD
- 4081305
- Firm
- Omicron Advisors · CRD 165250
- Role
- Managing Member
- Office
- 300 GRANITE RUN DRIVE, SUITE 120, Lancaster, PA 17601
- Registration
- Investment adviser registration
- In the industry since
- March 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omicronadvisors.com
Where does Ross Burnam work?
Ross Burnam has been Managing Member of Omicron Advisors, LLC since July 2012, and is a control person of the firm.
Is Ross Burnam a financial advisor?
Yes. Ross Burnam has a current investment-adviser registration in Delaware, Maryland and Pennsylvania, through Omicron Advisors since January 2013.
How many years of experience does Ross Burnam have?
Ross Burnam has 25 years in the financial industry, since March 2001, across 3 adviser firms.
What exams has Ross Burnam passed?
Ross Burnam has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in December 1999. FINRA credited Ross Burnam with the SIE, which began in October 2018.
Where did Ross Burnam work before Omicron Advisors?
Before Omicron Advisors, Ross Burnam was registered through Axa Advisors, LLC, March 2001 to November 2007.
Where is Ross Burnam based?
Ross Burnam’s registered office is in Lancaster, PA.
Is Ross Burnam registered with FINRA?
No. Ross Burnam has no current broker registration.
Is Ross Burnam a CFP?
Omicron Advisors lists Ross Burnam with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ross Burnam’s record?
Search CRD 4081305 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ross Burnam’s full registration record.