Steven Ross Resnik
Investment adviser representative at Burling Wealth Partners
12 yearsExperience
1 stateRegistered in
$1BFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Burling Wealth Partners, LLCAug 2024 to now
- Edgewater Services, LLCSep 2020 to Aug 2024
- Northwestern UniversitySep 2017 to Aug 2020
- Fifth Street Asset ManagementOct 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Burling Wealth Partners
Legal name: Burling Wealth Partners, LLC
$1BAssets managed
253Clients
6Advisers
2 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
- 6101412
- Firm CRD
- 332198