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William Barnum Burns

BURNS MATTESON CAPITAL MANAGEMENT, LLC·CORNING, New York
Series 4, Series 6, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredBURNS 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 · 25 years registered
Brand Profile
Not yet started
01

Career History

BURNS MATTESON CAPITAL MANAGEMENT, LLC
Jul 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 17, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BURNS MATTESON CAPITAL MANAGEMENT, LLC
CRD 118315 · SEC 801-61036
AUM
$295M
Regulatory assets under management
Employees
6
1,092 client accounts
Services offered by BURNS MATTESON CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BURNS MATTESON CAPITAL MANAGEMENT, LLC →
Introduction

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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.
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