William Barnum Burns

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2000 → Present
  Burns Matteson Capital Management
  Corning, NY

Other Businesses

WILLIAM BURNS VOLUNTEERS AS THE PIANO PLAYER AT HIS CHURCH, AS WELL AS A YOUTH BASKETBALL COACH. BOTH ACTIVITIES ARE NON-INVESTMENT RELATED, AND DO NOT TAKE UP A SUBSTANTIAL AMOUNT OF TIME. WILLIAM BURNS ALSO OWNS FOUR VACATION RENTAL PROPERTIES IN KISSIMMEE, FL. THIS IS ALSO A NON-INVESTMENT RELATED ACTIVITY, BUT HE DOES SPEND APPROXIMATELY 8% OF HIS TIME ON THIS ACTIVITY, AND IT GENERATES APPROXIMATELY 8% OF HIS ANNUAL INCOME.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-10
• S63 Uniform Securities Agent State Law Examination
  1992-09-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• William B Burns