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Investment adviser representative · Burl Investment Management, LLC

Mikhail S. Potapov

CRD 4804415 · Lexington, KY

At a glance

Mikhail S. Potapov is an investment adviser representative with Burl Investment Management, LLC in Lexington, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mikhail’s SEC record dates to 2006, about 20 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • Burl Investment Management, LLCSince June 2022Lexington, KY · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2006 (20 years)
Designations
Chartered Financial Analyst
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Mikhail’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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