Nathan
Burns

Burns Matteson Capital Management, LLC

CRD#6920796
Investment Advisor
in Corning, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathan Burns is a financial advisor based in Corning, New York, working with Burns Matteson Capital Management, LLC. Nathan has previously held positions at Christian Brothers Academy, Clarkson University, Northwestern Mutual, Fedex Ground, Precision Castparts Corp, Paradise Companies, Special Metals New Hartford, A Precision Castparts Corp Company, and Burns Matteson Capital Management. Nathan has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Nathan is part of Burns Matteson Capital Management, LLC, which operates out of Corning, New York. The firm has 1 office and 6 employees. The firm manages assets totaling $295.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Burns Matteson Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

42 E. Market St.
Corning, NY 14830

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Burns Matteson Capital Management, LLC Brokerage Details

Total Assets Under Management

$295,450,417

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

1,092

NY Average: 3,892
Average Account Size

$270,559

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nathan Burns Work History

2023 - Present (1 year)

Burns Matteson Capital Management

2022 - 2023 (1 year)

Special Metals New Hartford, A Precision Castparts Corp Company

2021 - 2022 (1 year)

Precision Castparts Corp

2020 - 2021 (1 year)

Precision Castparts Corp

2018 - 2019 (1 year)

Northwestern Mutual

2017 - 2017 (< 1 year)

Fedex Ground

2016 - 2020 (4 years)

Clarkson University

2015 - 2015 (< 1 year)

Paradise Companies

2014 - 2014 (< 1 year)

Paradise Companies

2012 - 2016 (4 years)

Christian Brothers Academy

Disclosures

Please visit the SEC profile of Nathan Burns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Burns Matteson Capital Management, LLC

Kelley Zimmerman
Corning, NY
Nathan Burns
Corning, NY
Leanne Hayes
Corning, NY
Christopher Davis
Corning, NY
William Redder
Corning, NY
William Burns
Corning, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started