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Samuel Burns

Advisor at Mill Street Research

Updated today
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Firm

Mill Street Research

Location

Sherborn, MA

Credentials

CFA®, Series 63

Industry experience

20 years

About

Samuel Burns is a CFA® charterholder with 20 years of industry experience. He has led Mill Street Research LLC since 2016, providing independent investment research from Sherborn, Massachusetts. Mill Street Research delivers non-discretionary, data-driven investment analysis to institutional clients through a subscription model, focusing on asset allocation, sector and industry selection, and global stock selection without managing client assets or providing portfolio management services.

Client services

Based on Mill Street Research

Newsletters or periodicals

Expertise

Based on Mill Street Research

Passive / index investing

Fee options

Other

Fee-only: Negotiable subscription fees for access to research reports

Location

Sherborn, MA

Most active in

Massachusetts · Texas

Work history

Mill Street Research LLC

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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