Unclaimed Profile

Marissa Lee Burset

J. L. BAINBRIDGE & CO., INC.·SARASOTA, Florida

Series 65Clean record4 years registeredJ. L. BAINBRIDGE & CO., INC.

1582 MAIN STREET, SARASOTA, FL 34236CRD# 7429945Firm CRD# 108058

Profile Verification

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

Identity

Marissa Lee Burset · SARASOTA, FL

Registration

CRD #7429945 · J. L. BAINBRIDGE & CO., INC. · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: J. L. BAINBRIDGE & CO., INC.

J. L. BAINBRIDGE & CO., INC.

Sep 2021 – Oct 2023

Alexandria, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 16, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J. L. BAINBRIDGE & CO., INC.

CRD 108058 · SEC 801-55231

AUM

$1.1B

Regulatory assets under management

Employees

1,882 client accounts

Services offered by J. L. BAINBRIDGE & CO., 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 J. L. BAINBRIDGE & CO., INC. →

Introduction

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Frequently Asked Questions

What services does Marissa Lee Burset offer?

Marissa Lee Burset specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Marissa Lee Burset's credentials?

Marissa Lee Burset is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marissa Lee Burset located?

Marissa Lee Burset is based in SARASOTA, Florida, last registered with J. L. BAINBRIDGE & CO., INC..

How does Marissa Lee Burset charge for services?

Marissa Lee Burset'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 J. L. BAINBRIDGE & CO., INC.?

J. L. BAINBRIDGE & CO., INC. has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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