LLC Member · Burns Matteson Capital Management, LLC
Donna J. Burns
CRD 5073582 · Named on Form ADV at one SEC-registered adviser
At a glance
Burns Matteson Capital Management, LLC, an SEC-registered wealth manager based in Corning, NY with $400 million in regulatory assets, lists Donna J. Burns on its Form ADV as LLC Member.
Firms and roles
- Burns Matteson Capital Management, LLCLLC MemberWealth manager · Corning, NY · $400M in regulatory assets
AtlasMembers
Donna’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
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William B. BurnsPresident, Burns Matteson Capital Management, LLC
- Christopher N. DavisChief Compliance Officer, Burns Matteson Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.