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Robert Louis Pratt

The Burney Company

Reston, VA

CRD 7300716

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Employer firm

The Burney Company CRD 106945

$3.59B regulatory AUM 1,936 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • TAX PREPARATION/PLANNING SERVICES

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

Current Employers
The Burney Company

1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-09-30
  • VA RA
    APPROVED
    Since 2020-09-30

Branch Locations

1800 Alexander Bell Dr Ste 510, Reston, VA 20191 • 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
Burney Partners Llc Reston VA 04/2019 10/2021
Henrico County Public Schools Henrico VA 02/2019 04/2019
Savage Apparel Company Richmond VA 08/2017 02/2019
Burney Partners Llc Reston VA 05/2017 08/2017
University Of Mary Washington Fredericksburg VA 08/2016 05/2017
Burney Partners Llc Reston VA 10/2021 Present
  • 04/2019 → 10/2021
    Burney Partners Llc
    Reston, VA
  • 02/2019 → 04/2019
    Henrico County Public Schools
    Henrico, VA
  • 08/2017 → 02/2019
    Savage Apparel Company
    Richmond, VA
  • 05/2017 → 08/2017
    Burney Partners Llc
    Reston, VA
  • 08/2016 → 05/2017
    University Of Mary Washington
    Fredericksburg, VA
  • 10/2021 → Present
    Burney Partners Llc
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-29
  • S65 Uniform Investment Adviser Law Examination
    2020-09-29

View on SEC IAPD

Nearby Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz

Nearby Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA

More in Reston, VA

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