AdvisorOS Directory
Claim Profile
Unclaimed Profile
WB

William Barnum Burns

BURNS MATTESON CAPITAL MANAGEMENT, LLC·CORNING, New York
Clean recordBURNS MATTESON CAPITAL MANAGEMENT, LLC
42 E. MARKET ST., CORNING, NY 14830CRD# 2269169Firm CRD# 118315

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Barnum Burns · CORNING, NY
Registration
CRD #2269169 · BURNS MATTESON CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Barnum Burns is a registered financial advisor based in CORNING, New York, affiliated with BURNS MATTESON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BURNS MATTESON CAPITAL MANAGEMENT, LLC
BURNS MATTESON CAPITAL MANAGEMENT, LLC
AUM
$295M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BURNS MATTESON CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2269169
Firm CRD# 118315
View on FINRA BrokerCheck →

Looking for a financial advisor in CORNING?

Browse all registered financial advisors in CORNING, New York or claim this profile if it's yours.

Browse CORNING AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Barnum Burns offer?
William Barnum Burns specializes in Financial Planning, Investment Management. Contact their office in CORNING, New York for a consultation.
What are William Barnum Burns's credentials?
William Barnum Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Barnum Burns located?
William Barnum Burns is based in CORNING, New York, working with BURNS MATTESON CAPITAL MANAGEMENT, LLC. Their office serves clients in the CORNING metropolitan area and surrounding communities.
How does William Barnum Burns charge for services?
William Barnum Burns's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNS MATTESON CAPITAL MANAGEMENT, LLC?
BURNS MATTESON CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BURNS MATTESON CAPITAL MANAGEMENT, LLC

Donna J. Burns
CORNING, NY
Christopher Nathan Davis
CORNING, NY

More Advisors in CORNING, New York

Andrew Dale Barber
1271787 LLC·CORNING, NY
Amy Elizabeth Irvine
IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, NY
Katrina Marie Welker
IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, NY
Kerrie Beene
IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, NY
Louis S Socha
NANCY A SOCHA & ASSOCIATES, LLC·CORNING, NY
Nina Graham Socha
SOCHA FINANCIAL GROUP, LLC·CORNING, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile