Dru Burns
Advisor at Drucker Wealth
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.
Advisor at Drucker Wealth
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.
Location
Mahwah, NJ
Credentials
CFP®, Series 66
Industry experience
5 years
Dru Burns is a CFP® with four years of industry experience, currently serving as a financial advisor at Drucker Wealth. He previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, Burns coaches an under-16 girls hockey team for the Team Colorado Hockey Association. Drucker Wealth serves individual and high-net-worth clients, including pre-retirement professionals, mid-career technology and medical workers, and small business owners. The firm offers comprehensive financial planning and discretionary investment management using a blend of fundamental, technical, tactical, and behavioral approaches.
Based on Drucker Wealth
Based on Drucker Wealth
Fixed fees for financial planning ($3,000 to $8,000) and estate planning platform fee (up to $2,499)
Commission compensation for certain investment advisor representatives acting as registered representatives or insurance agents
Account minimum: $7,500 minimum annual fee Minimum fee: $7,500 minimum annual fee for asset management services Fee-only: Fixed financial planning fees ranging from $3,000 to $8,000; Estate planning platform fee up to $2,499
Mahwah, NJ
California · Texas
Drucker Wealth
2024 - Present (2 years)
Team Colorado Hockey Association
2022 - Present (4 years)
UBS Financial Services Inc
2020 - 2023 (3 years)
Unemployed
2019 - 2020 (1 year)
Morgan Stanley
2016 - 2019 (3 years)
Starbucks Corporation
2015 - 2016 (1 year)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Lawyer
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Real estate agent
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