Christopher Burr
Advisor at Steady Returns
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Christopher Burr is a financial advisor at Steady Returns with 16 years of industry experience. He holds a Series 66 designation and has worked at Steady Returns, LLC since 2013. Outside of his advisory role, Burr is a licensed insurance agent and participates in a college planning program at Treasure Coast College. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, creating tailored Investment Policy Statements based on each client’s goals, tax situation, and risk tolerance. The firm employs a range of securities and combines multiple analysis methods with both long- and short-term trading and options strategies.
Expertise
Based on Steady Returns
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
$0 - $250,000: 1.25% $250,000+: 1.00%
Performance fee up to 10% of net gains per quarter, charged quarterly in arrears for clients using the Healthcare Boom Strategy.
Account minimum: $50,000
Location
Port St. Lucie, FL
Most active in
Christopher B has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Steady Returns, LLC
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Nicholas S
Series 65
Fort Pierce, FL
N.A. Silva & Company, Inc.
William R
Series 66
Palm City, FL
Riddick & Co Entrepreneurial Finance, LLC
Mindie M
Series 65
Stuart, FL
Mindie Molina Investments, LLC
William H
ChFC®, Series 65
Stuart, FL
W.H. Financial Services, Inc.
Craig L
CFP®, Series 63, Series 65
Stuart, FL
Twenty-First Century Financial Advisors Inc
Samuel B
Series 66
Port Saint Lucie, FL
Southern Magnolia Investment Management LLC
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