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Nathan Robert Burns

Burns Matteson Capital Management, LLC

Corning, NY

Jamesville, NY

CRD 6920796

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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 2023-06-07
  • NY RA
    APPROVED
    Since 2023-06-07

Branch Locations

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

Jamesville, NY • 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
Clarkson University Potsdam NY 06/2016 07/2020
Unemployed Syracuse NY 05/2016 05/2017
Northwestern Mutual Syracuse NY 05/2018 05/2019
Fedex Ground Syracuse NY 05/2017 08/2017
Precision Castparts Corp Milwaukie OR 07/2020 07/2021
Precision Castparts Corp New Hartford NY 07/2021 06/2022
Special Metals New Hartford, A Precision Castparts Corp Company New Hartford NY 07/2022 04/2023
Burns Matteson Capital Management Jamesville NY 04/2023 Present
  • 06/2016 → 07/2020
    Clarkson University
    Potsdam, NY
  • 05/2016 → 05/2017
    Unemployed
    Syracuse, NY
  • 05/2018 → 05/2019
    Northwestern Mutual
    Syracuse, NY
  • 05/2017 → 08/2017
    Fedex Ground
    Syracuse, NY
  • 07/2020 → 07/2021
    Precision Castparts Corp
    Milwaukie, OR
  • 07/2021 → 06/2022
    Precision Castparts Corp
    New Hartford, NY
  • 07/2022 → 04/2023
    Special Metals New Hartford, A Precision Castparts Corp Company
    New Hartford, NY
  • 04/2023 → Present
    Burns Matteson Capital Management
    Jamesville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-07
  • S65 Uniform Investment Adviser Law Examination
    2023-06-07
Other Names
  • Nathan Robert Burns
  • Nate Burns

View on SEC IAPD

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