Albert
Mullan

The Burney Company

CRD#7651421
Investment Advisor
in Reston, VA

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About this Advisor

Albert Mullan is a financial advisor based in Reston, Virginia, working with The Burney Company. Albert has previously held positions at Loudoun County High School, James Madison University, The Burney Company, Stoneleigh Golf And Country Club, Telos Corporation, and Dp Facilities Data Centers. Albert has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Albert is part of The Burney Company, which operates out of Reston, Virginia. The firm has 14 offices and 42 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at The Burney Company includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1800 Alexander Bell Dr Ste 510
Reston, VA 20191

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The Burney Company Brokerage Details

Total Assets Under Management

$2,680,712,693

VA Average: $1,835,309,194
Total Number of Employees

42

VA Average: 32
Total Number of Accounts

4,284

VA Average: 1,458
Average Account Size

$625,750

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Albert Mullan Work History

2022 - Present (2 years)

The Burney Company

2021 - 2021 (< 1 year)

Dp Facilities Data Centers

2021 - 2021 (< 1 year)

The Burney Company

2020 - 2020 (< 1 year)

Telos Corporation

2018 - 2022 (4 years)

James Madison University

2016 - 2016 (< 1 year)

Stoneleigh Golf And Country Club

2014 - 2018 (4 years)

Loudoun County High School

Disclosures

Please visit the SEC profile of Albert Mullan 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 The Burney Company

Joel Sues
Reston, VA
Jodi Bowman
Carlisle, PA
Robert Pratt
Reston, VA
Anne Pomar
Reston, VA
Benjamin Scrivener
Reston, VA
Albert Mullan
Reston, VA
Erin Evans
Reston, VA
Harriet Fountain
Reston, VA

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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