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Chief Operating Officer /shareholder · The Burney Company

William A. Stewart

CRD 5104512 · 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 William A. Stewart on its Form ADV as Chief Operating Officer /shareholder, a control person.

Firms and roles

  • The Burney CompanyChief Operating Officer /shareholderWealth manager · Reston, VA · $3.6B in regulatory assets

AtlasMembers

William’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 (12)

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

See all 12 free

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