Charles Gregory Burmaster
Investment adviser representative at Cs Planning Corp
11 yearsExperience
2 statesRegistered in
$2BFirm assets
17 yearsFirm in business
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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
Experience
11 years in the industry.
- Cs Planning Corp.Sep 2022 to now
- Mutual Securities, Inc.Sep 2022 to now
- East Coast Hockey LeagueNov 2020 to Jun 2021
- Southern Professional Hockey LeagueNov 2019 to Mar 2020
- Southern Professional Hockey TeamNov 2019 to Mar 2020
- Cadaret, Grant & Co., Inc.Jun 2019 to Sep 2022
- East Coast Hockey LeagueMar 2019 to Oct 2019
- Master Planners & AssociatesApr 2018 to May 2020
- Owera VineyardJun 2017 to Jul 2017
- Boriello Brothers PizzaMar 2017 to May 2017
- Colorado CollegeJan 2016 to Apr 2018
- Unemployed (playing Hockey)Jan 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Cs Planning Corp
$2BAssets managed
4,200Clients
21Advisers
17 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
- 6942978
- Firm CRD
- 149937