Treasurer, Director of Portfolio Strategy · Ballast, Inc.
Brian T. Burton
CRD 6462101 · Named on Form ADV at one SEC-registered adviser
At a glance
Ballast, Inc., an SEC-registered wealth manager based in Lexington, KY with $752 million in regulatory assets, lists Brian T. Burton on its Form ADV as Treasurer, Director of Portfolio Strategy, a control person.
Firms and roles
- Ballast, Inc.Treasurer, Director of Portfolio StrategyWealth manager · Lexington, KY · $752M in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- John V. BoardmanPresident, Ballast, Inc.
- Andrew J. ReynoldsVice President, Ballast, Inc.
- Cameron K HamiltonSecretary, Director of Financial Planning, Ballast, Inc.
- Jeffrey E. LehmannChief Compliance Officer, Ballast, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.