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Burns Matteson Capital Management, LLC CRD 118315
$400M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
42 E. Market St., Corning, NY 14830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-26 |
| TX | RA | APPROVED_RES | 2005-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burns Matteson Capital Management | Corning | NY | 05/2005 | Present |
I ALSO OWN RENTAL PROPERTY OWNERSHIP IN ELMIRA, NY. THIS ACTIVITY IS ALSO NON-INVESTMENT RELATED AND I SPEND LESS THAN 1% OF MY TIME DEVOTED TO THIS ACTIVITY; WITH A RANDOM NEED TO LEAVE THE OFFICE DURING TRADING HOURS TO DEAL WITH A RENTAL SITUATION. LESS THAN 1% OF MY ANNUAL INCOME IS GENERATED FROM THIS PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-25 |
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