Gregory Ward Burgess
Investment adviser representative at Burgess Investment Management and Research Inc.
23 yearsExperience
1 stateRegistered in
$144.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Burgess Investment Management and Research Inc.Jun 2018 to now
- Newhaven Asset Management Inc. (formerly Cap Investment Mgmt)Sep 2003 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (TX).
Burgess Investment Management and Research Inc.
$144.2MAssets managed
98Clients
1Advisers
8 yearsIn 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
- 2526398
- Firm CRD
- 297648