Andrew
Pratt

The Burney Company

CRD#6207675
Investment Advisor
in Reston, VA

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About this Advisor

Andrew Pratt is a financial advisor working in Reston, Virginia, with a total of 10 years of relevant experience. Pratt works at The Burney Company. Their career trajectory has included roles at The Burney Company and Burney Company. Pratt has a Series 65 license, certifying them as an investment advisor representative, and can work in Virginia. The Burney Company is an advisory firm based in Reston, VA. The investment advisory business has offices in 14 locations and a total of 41 advisors. It administers $2 billion in assets under management among its 4,175 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 4,175 customer accounts, 46% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Fees for financial management vary depending on which services the firm provides the client. However, fee types billed by The Burney Company likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

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 Drive Suite 510
Reston, VA 20191

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The Burney Company Brokerage Details

Total Assets Under Management

$2,250,234,810

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

41

VA Average: 32
Total Number of Accounts

4,175

VA Average: 1,458
Average Account Size

$538,978

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

Andrew Pratt Work History

Andrew has been registered as a financial advisor for 10 years.*

2017 - Present (7 years)

Burney Company

2012 - 2017 (5 years)

The Burney Company

*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 Andrew Pratt 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

Harriet Fountain
Reston, VA
Leslie Sinyard
Watkinsville, GA
Roch Monnig
Knoxville, TN
Andrew Pratt
Reston, VA
Albert Mullan
Reston, VA
Kyle Mcfarland
Reston, VA
Adam Newman
Indian Land, SC

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.

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