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Kenny Danny Mezher

Investment adviser representative at The Burney Company
10 yearsExperience
1 stateRegistered in
CFADesignation
$3.6BFirm 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

10 years in the industry.

  1. The Burney CompanyDec 2025 to now
  2. Burney Company (analytical Group)Feb 2019 to Dec 2025
  3. The Burney CompanyMar 2017 to Feb 2019
  4. Growth Capital Services, Inc. (crescent Ridge Capital Partners)Sep 2016 to Mar 2017

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (VA).

The Burney Company

$3.6BAssets managed
1,926Clients
37Advisers
52 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
6340715
Firm CRD
106945
Advisor's SEC record (opens in a new tab)
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