Stephen
Burton
Autumn Lane Advisors, LLC
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About this Advisor
Stephen Burton is a certified financial planner working in Houston, Texas who has 1 year of industry experience. Burton works at Autumn Lane Advisors, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Houston - Downtown, Morgan Stanley, University Of Houston Downtown, Abrasive Warehouse & Equipment, Discount Tire Co, Bank Of America, N.A, Raymond James & Associates, Inc and Autumn Lane Advisors, LLC. Burton holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Autumn Lane Advisors, LLC is a registered investment company that has its headquarters in Houston, TX. It manages $896 million in assets under management among its 803 client accounts, placing it among the larger firms in the country by assets under management. Of its 803 client accounts, 77% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors usually are based on the financial services. Fee types billed by Autumn Lane Advisors, LLC most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Autumn Lane Advisors, LLC Brokerage Details
$895,918,831
8
803
$1,115,715
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
Stephen has been registered as a financial advisor for 1 years.*
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
Discount Tire Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
