Anne Arden Majors

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:

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

Current Employers

Employment History

• 07/2023 → Present
  Burney Partners, Llc
  Reston, VA
• 02/2022 → 06/2023
  Ss&C Advent
  Jacksonville, FL
• 08/2021 → 02/2022
  Ss&C Advent
  Jacksonville, FL
• 11/2020 → 08/2021
  Ss&C Advent
  Jacksonville, FL
• 05/2020 → 11/2020
  Unemployed
  Jacksonville, FL
• 09/2015 → 05/2020
  College
  Gainsville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-12

Other Names

• Anne Pomar Arden
• Anne Arden Pomar