Ross Wilson Burnam
Investment adviser representative at Omicron Advisors, LLC
37 yearsExperience
3 statesRegistered in
PFS, CFP® certificationDesignations
$151.2MFirm assets
Are you Ross Wilson Burnam? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Omicron Advisors, LLCSep 2012 to now
- Ross W. Burnam, Cpa, PaAug 1989 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 3 states (DE, MD, PA).
Omicron Advisors, LLC
$151.2MAssets managed
82Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4081305
- Firm CRD
- 165250