Chief Compliance Officer/general Counsel/director · The Burney Company
Michael J. Newman
CRD 7892085 · Named on Form ADV at one SEC-registered adviser
At a glance
The Burney Company, an SEC-registered wealth manager based in Reston, VA with $3.6 billion in regulatory assets, lists Michael J. Newman on its Form ADV as Chief Compliance Officer/general Counsel/director.
Firms and roles
- The Burney CompanyChief Compliance Officer/general Counsel/directorWealth manager · Reston, VA · $3.6B in regulatory assets
AtlasMembers
Michael’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
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Colleagues named on the same filings (12)
- Lowell D. PrattPresident, Chairman, Shareholder, The Burney Company
- William A. StewartChief Operating Officer /shareholder, The Burney Company
- Richard E. BauchspiesDirector, Shareholder, The Burney Company
- Thomas D. HuntDirector, Shareholder, The Burney Company
- John M. DaleyDirector, The Burney Company
7 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.