Steven Burnett has been an investment adviser representative at TRG Investment Advisors since August 2021, and is not listed among the firm’s executive officers or direct owners.
TRG Investment Advisors, LLC is a Denver, CO firm with $167M under management, 241 clients and 6 advisers across 3 offices, as of its July 2026 filing.
Steven Burnett’s longest registration was 9 years at Cambridge Investment Research Advisors, Inc. (2012–2021). Before joining TRG Investment Advisors in 2021, Steven Burnett was registered through Cambridge Investment Research Advisors, Inc. and Stancorp Investment Advisers, Inc.
- Ima Advisory Services, Inc.Also current– present · under a yearWhite River Junction, VT · Adviser representative · Firm CRD 112091
- TRG Investment Advisors, LLCCurrent– present · 5 yearsWhite River Junction, VT · Adviser representative · Firm CRD 315629
- Cambridge Investment Research Advisors, Inc.– · 9 yearsNorwich, VT · Adviser representative · Firm CRD 134139
- Stancorp Investment Advisers, Inc.– · 4 yearsFarmington, CT · Adviser representative · Firm CRD 110228
- Invesmart Advisors Inc– · 2 yearsWoburn, MA · Adviser representative · Firm CRD 108731
Investment adviser representative registrations
Steven Burnett is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is New Hampshire, in October 2023.
- New HampshireSince 20 October 2023
- VermontSince 23 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 November 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 October 2003 |
| Series 7 | General Securities Representative Examination | 8 January 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Thomas Burnett
- CRD
- 4458946
- Firm
- TRG Investment Advisors · CRD 315629
- Office
- 55 Railroad Row, White River Junction, VT 05001
- Registration
- Investment adviser registration
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Burnett work?
Steven Burnett is an investment adviser representative registered through TRG Investment Advisors, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Steven Burnett a financial advisor?
Yes. Steven Burnett has a current investment-adviser registration in New Hampshire and Vermont, through TRG Investment Advisors since August 2021.
How many years of experience does Steven Burnett have?
Steven Burnett has 23 years in the financial industry, since April 2003, across 5 adviser firms.
What exams has Steven Burnett passed?
Steven Burnett has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in January 2003. FINRA credited Steven Burnett with the SIE, which began in October 2018.
Where did Steven Burnett work before TRG Investment Advisors?
Before TRG Investment Advisors, Steven Burnett was registered through Stancorp Investment Advisers, Inc., January 2007 to December 2011; Invesmart Advisors Inc, November 2004 to January 2007.
Where is Steven Burnett based?
Steven Burnett’s registered office is in White River Junction, VT.
Is Steven Burnett registered with FINRA?
No. Steven Burnett has no current broker registration.
How can I verify Steven Burnett’s record?
Search CRD 4458946 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Burnett’s full registration record.