Mervin A Burton
Investment adviser representative at Beatrice Advisors LP
11 yearsExperience
1 stateRegistered in
CFADesignation
$282.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Beatrice Advisors LPJan 2025 to now
- Self EmployedMar 2023 to Jan 2025
- Carnegie CorporationJul 2021 to Mar 2023
- Lafayette CollegeMar 2015 to Jul 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beatrice Advisors LP
$282.3MAssets managed
20Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2372701
- Firm CRD
- 332668