Unclaimed Profile

Brandt Phillip Burns

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC·WESTMINSTER, Colorado

Series 7, Series 31, Series 66Clean record21 years registeredMOUNTAIN CAPITAL INVESTMENT ADVISORS INC

12235 PECOS ST, WESTMINSTER, CO 80234CRD# 4914147Firm CRD# 156660

Profile Verification

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

Identity

Brandt Phillip Burns · WESTMINSTER, CO

Registration

CRD #4914147 · MOUNTAIN CAPITAL INVESTMENT ADVISORS INC · 21 years registered

Brand Profile

Not yet started

Career History

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

May 2011 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – May 2011

DENVER, CO

CITIGROUP GLOBAL MARKETS INC.

Jan 2008 – Jun 2009

DENVER, CO

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Jan 2008

DENVER, CO

MORGAN STANLEY

Apr 2005 – Apr 2007

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · April 21, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

CRD 156660 · SEC 801-110107

AUM

$608M

Regulatory assets under management

Employees

2,731 client accounts

Services offered by MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Brandt Phillip Burns offer?

Brandt Phillip Burns specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTMINSTER, Colorado for a consultation.

What are Brandt Phillip Burns's credentials?

Brandt Phillip Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandt Phillip Burns located?

Brandt Phillip Burns is based in WESTMINSTER, Colorado, working with MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.

How does Brandt Phillip Burns charge for services?

Brandt Phillip Burns's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOUNTAIN CAPITAL INVESTMENT ADVISORS INC?

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC has approximately 12 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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