Unclaimed Profile

Marcy Sheer Burton

PARTNERVEST ADVISORY SERVICES LLC·SANTA BARBARA, California

SIE, Series 7, Series 15, Series 24, Series 63, Series 99TOClean record23 years registeredPARTNERVEST ADVISORY SERVICES LLC

1216 STATE STREET, SANTA BARBARA, CA 93101CRD# 1052897Firm CRD# 113621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcy Sheer Burton · SANTA BARBARA, CA

Registration

CRD #1052897 · PARTNERVEST ADVISORY SERVICES LLC · 23 years registered

Brand Profile

Not yet started

Career History

ZACKS INTELLIGENCE LLC

Apr 2026 – present

CREATIVEONE WEALTH, LLC

Oct 2020 – May 2026

Santa Barbara, CA

PARTNERVEST ADVISORY SERVICES LLC

Jun 2003 – Nov 2020

Montecito, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 15

Series 24

Series 63

Series 99TO

Registration record

First registered · June 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARTNERVEST ADVISORY SERVICES LLC

CRD 113621 · SEC 801-62795

AUM

$135K

Regulatory assets under management

Employees

8 client accounts

Services offered by PARTNERVEST ADVISORY SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PARTNERVEST ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Marcy Sheer Burton offer?

Marcy Sheer Burton specializes in Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Marcy Sheer Burton's credentials?

Marcy Sheer Burton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcy Sheer Burton located?

Marcy Sheer Burton is based in SANTA BARBARA, California, working with PARTNERVEST ADVISORY SERVICES LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Marcy Sheer Burton charge for services?

Marcy Sheer Burton's firm is compensated through other: none. see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARTNERVEST ADVISORY SERVICES LLC?

PARTNERVEST ADVISORY SERVICES LLC has approximately 4 employees and manages $135K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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