Paul Andrew Burian

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 01/2024 → 05/2025
  Savant Wealth Management
  Doylestown, PA
• 06/2022 → 01/2024
  Analysis Prime
  Philadelphia, PA
• 07/2016 → 06/2022
  Bny Mellon
  Wilmington, DE
• 06/2025 → Present
  Savant Wealth Management
  Doylestown, PA

Other Businesses

Real Estate Agent License at Compass Not investment related January 2022 5 hours a week, zero during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-11

Designations

• Certified Financial Planner

Other Names

• Andy Burian