Stephen
Burton
Autumn Lane Advisors, LLC
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About this Advisor
Stephen Burton is a financial advisor based in Houston, Texas, working with Autumn Lane Advisors, LLC. Stephen has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Houston - Downtown, Morgan Stanley, University Of Houston Downtown, Abrasive Warehouse & Equipment, Bank Of America, N.A, Raymond James & Associates, Inc, and Autumn Lane Advisors, LLC. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Stephen is part of Autumn Lane Advisors, LLC, which operates out of Houston, Texas. The firm has 8 employees and manages assets totaling $968.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Autumn Lane Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
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Autumn Lane Advisors, LLC Brokerage Details
$968,877,637
8
495
$1,957,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Stephen Burton Work History
Autumn Lane Advisors, LLC
Raymond James & Associates, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
University Of Houston - Downtown
Morgan Stanley
University Of Houston Downtown
Abrasive Warehouse & Equipment
Disclosures
Please visit the SEC profile of Stephen Burton 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 Autumn Lane Advisors, LLC
Houston, TX
Houston, TX
Houston, TX
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.
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