Gregory Burd
Keystone Investment Advisors · Wexford, Pennsylvania
Gregory Burd is a fee-only financial advisor at Keystone Investment Advisors in Wexford, Pennsylvania. Keystone Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
Facts
| Firm | Keystone Investment Advisors |
|---|---|
| Based in | Wexford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $66.5M across 134 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4674625 |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | keystoneinvestmentadvisors.com |
| Profile |
How Gregory's firm compares
- Keystone Investment Advisors's average account is about $496,000, from its Form ADV (assets managed divided by 134 accounts).
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Questions about Gregory
Is Gregory Burd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Keystone Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Keystone Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Burd based?
Gregory Burd is based in Wexford, Pennsylvania.
Is Gregory Burd registered with the SEC?
Yes. Gregory Burd is registered as an investment adviser representative in PA (CRD 4674625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Keystone Investment Advisors manage?
Keystone Investment Advisors reports $66.5M across 134 accounts in assets under management.
How do I contact Gregory Burd?
Through Gregory's website, keystoneinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Keystone Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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