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Marissa Lee Burset

J. L. BAINBRIDGE & CO., INC.·SARASOTA, Florida
Unclaimed Profile
1582 MAIN STREET, SARASOTA, FL 34236CRD# 7429945Firm CRD# 108058
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About

Marissa Lee Burset is a registered financial advisor based in SARASOTA, Florida, affiliated with J. L. BAINBRIDGE & CO., INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
J. L. BAINBRIDGE & CO., INC.
J. L. BAINBRIDGE & CO., INC.
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7429945
Firm CRD# 108058
4 disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in SARASOTA, Florida for a consultation.
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, working with J. L. BAINBRIDGE & CO., INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
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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