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Joel Andrew Sanjay Sues

The Burney Company

Brentwood, TN

CRD 7149599

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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
TN RA APPROVED 2026-03-30
  • TN RA
    APPROVED
    Since 2026-03-30

Branch Locations

105 Westpark Drive Suite 370, Brentwood, TN 37027 • 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 Company Reston VA 08/2016 02/2019
Burney Partners, Llc Reston VA 02/2019 Present
  • 08/2016 → 02/2019
    Burney Company
    Reston, VA
  • 02/2019 → Present
    Burney Partners, Llc
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-28
  • S65 Uniform Investment Adviser Law Examination
    2019-06-28

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC

Nearby Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN

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