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Robert Andrew Burrow

Ponta Wealth Partners, LLC

Winter Park, FL

CRD 6420497

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Employer firm

Ponta Wealth Partners, LLC CRD 330058

$214M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ponta Wealth Partners, Llc

300 Garfield Ave Suite 200, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-09
  • FL RA
    APPROVED
    Since 2024-09-09

Branch Locations

300 Garfield Ave Suite 200, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northcoast Asset Management Greenwich CT 10/2014 03/2017
1010Data New York NY 03/2017 03/2021
Ascential Alternative Data New York NY 03/2021 09/2022
Pathstone Winter Park FL 09/2022 06/2024
Ponta Wealth Partners, Llc Orlando FL 06/2024 Present
  • 10/2014 → 03/2017
    Northcoast Asset Management
    Greenwich, CT
  • 03/2017 → 03/2021
    1010Data
    New York, NY
  • 03/2021 → 09/2022
    Ascential Alternative Data
    New York, NY
  • 09/2022 → 06/2024
    Pathstone
    Winter Park, FL
  • 06/2024 → Present
    Ponta Wealth Partners, Llc
    Orlando, FL
Previous Registrations
  • 2024-06-27 → 2024-07-19
    Ponta Wealth Partners, Llc
    Orlando, FL
  • 2023-04-25 → 2024-06-18
    Pathstone
    Winter Park, FL
    Englewood, NJ
  • 2015-01-06 → 2017-03-24
    Northcoast Asset Management Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-06
  • S65 Uniform Investment Adviser Law Examination
    2015-01-06
Designations
  • Certified Financial Planner
Other Names
  • Andy Burrow

View on SEC IAPD

Nearby Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig

Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

More in Winter Park, FL

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