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Manager · Macquarie Wealth Advisers, LLC

James R. Burns

CRD 8132893 · Named on Form ADV at one SEC-registered adviser

At a glance

Macquarie Wealth Advisers, LLC, an SEC-registered asset manager based in New York, NY with $4.8 billion in regulatory assets, lists James R. Burns on its Form ADV as Manager, a control person.

Firms and roles

AtlasMembers

James’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 (7)

  • Alexander H. LeeCo-Head of Wealth Solutions Through April 10, 2025; Head of WS April 10, 2025-June 30, 2025; Manager and President July 1, 2025, Macquarie Wealth Advisers, LLC
  • Michael E. KernanGeneral Counsel and Asst. Secretary, Macquarie Wealth Advisers, LLC
  • William J. FinkChief Compliance Officer, Macquarie Wealth Advisers, LLC
  • Sue SekarTreasurer, Macquarie Wealth Advisers, LLC
  • Harlan CherniakManager, Macquarie Wealth Advisers, LLC

2 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.