Robert
Pratt
The Burney Company
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About this Advisor
Robert Pratt is a financial advisor operating out of Reston, Virginia who has 3 years of relevant experience. Pratt is an advisor for The Burney Company. Over the course of their career, they have held roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, University Of Mary Washington, Na and Westfield High School. Pratt has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Virginia. The Burney Company is a financial advisory firm operating out of Reston, VA. It has offices in 14 locations and a total of 41 advisors. It manages $2 billion in assets across its 4,175 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 4,175 customer accounts, 46% are held by high-net-worth clients who have at least $1 million in assets available to invest. The Burney Company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and other services. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by The Burney Company most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,250,234,810
41
4,175
$538,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Robert Pratt Work History
Robert has been registered as a financial advisor for 3 years.*
Burney Partners LLC
Burney Partners LLC
Henrico County Public Schools
Savage Apparel Company
Burney Partners LLC
Burney Partners LLC
University Of Mary Washington
University Of Mary Washington
Na
University Of Mary Washington
Na
Westfield High School
*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 Robert 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
Reston, VA
Richmond, VA
Knoxville, TN
Reston, VA
Indian Land, SC
Reston, VA
Reston, VA
Reston, VA
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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