Dan Burkott

Chief Compliance Officer

Dan Burkott joined us in May 2024 and serves as Chief Compliance Officer – Tax Channel for Avantax and Cetera Financial Specialists (CFS).

Previously, Dan served as a CCO at Atria Wealth Solutions and also has held compliance roles at Voya Financial Advisors, AIG Advisor Group and MassMutual during his 20-plus-year career. He prides himself on building strong working relationships and protecting client interests through best practices, accountability and transparency.

Dan earned his bachelor’s degree in computer science at Rensselaer Polytechnic Institute and a Professional MBA from Isenberg School of Management at the University of Massachusetts Amherst. He holds Series 7, 24, 4, 53 and 63 securities licenses.