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Christopher Nathan Davis

Burns Matteson Capital Management, LLC

Corning, NY

CRD 6579916

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Employer firm

Burns Matteson Capital Management, LLC CRD 118315

$400M 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
Burns Matteson Capital Management, Llc

42 E. Market St., Corning, NY 14830 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-26
  • NY RA
    APPROVED
    Since 2021-08-26

Branch Locations

42 E. Market St., Corning, NY 14830 • 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
Burns Matteson Capital Management, Llc Corning NY 07/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-01
  • S65 Uniform Investment Adviser Law Examination
    2015-12-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

LAKE ROAD ADVISORS, LLC · CORNING, NY
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ROOTED PLANNING GROUP · CORNING, NY

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