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.
Credentials
ChFC®, Series 63
Experience Industry experience
11 years
Location
Bridgewater, MA 02324
Eagle Strategies (NY Life)
Enterprise
David Burt is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA. He holds the ChFC® designation and Series 63 license and has 11 years of industry experience. Burt has been associated with Eagle Strategies since 2023 and has concurrently worked with Nylife Securities, LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans, charitable organizations, and corporate clients.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Bridgewater, MA 2 Lakeshore Center 2nd Floor
2 Lakeshore Center, 2nd Floor
Bridgewater MA 02324
Advisors at this office
12
Massachusetts
11 years of industry experience
Eagle Strategies (NY Life)
2023 - Present • 3 years
Bridgewater, MA
Nylife Securities, LLC
2014 - Present • 12 years
Bridgewater, MA
New York Life Ins Co
2014 - Present • 12 years
Bridgewater, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Bridgewater, MA
Boston Investment Trust Management, Inc.
David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.
CFP®, Series 65, Series 66
Pembroke, MA
Full Life Financial Planning
Kevin Williams is a CFP® with 10 years of industry experience and is the principal advisor at Full Life Financial Planning in Pembroke, MA. His prior roles include positions at W.H. Cornerstone Investments Inc., Powder Point Wealth Management, LLC, and Damon Diodati, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning is an independent, fee-only advisory firm serving individuals, including high-net-worth clients, and corporate clients. The firm employs a goal-based process integrating passive and active investment strategies, providing a range of financial planning and wealth management services alongside in-house tax preparation and bookkeeping.
Series 65, Series 63
Taunton, MA
Pizarro Advisors
Abel Pizarro Jr. is a financial advisor at Pizarro Advisors with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. Pizarro Advisors is a state-registered investment adviser that provides financial planning, business consulting, and wealth management services to individuals, companies, and other advisers. The firm’s investment approach focuses on strategic asset allocation informed by fundamental analysis and macroeconomic indicators, tailoring portfolios to client objectives, risk tolerance, and tax considerations.
CFP®, Series 63, Series 65, Series 66
Halifax, MA
KSQ Financial Services LLC
Kimberly Quinn is a CFP® with 33 years of industry experience, currently principal at KSQ Financial Services LLC. Her prior roles include positions at Catalyst Investment Management LLC and LPL Financial. She maintains a small unrelated outside business alongside her advisory work. KSQ Financial Services LLC provides discretionary and non-discretionary asset management and financial planning for individuals, including high-net-worth clients. The firm focuses on client-specific objectives using fundamental and technical analysis, with flexibility for clients to impose written investment restrictions.
Series 66
Mansfield, MA
Carlson Planning Company
James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.
CFP®, Series 63, Series 65
Pembroke, MA
Laguna Investment Services
Laura Sweezey is a CFP® with 27 years of industry experience and has been the sole advisor at Laguna Investment Services since 2003. She previously worked at Linsco / Private Ledger during the same period. Laguna Investment Services provides portfolio management and advisory services to individuals, families, trusts, and small businesses, offering tailored advice for both taxable and retirement accounts. The firm employs technical, fundamental, and cyclical analysis to implement income, growth, and capital preservation strategies, with a notable focus on non-discretionary management and serving small-business clients.
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