Adam Roland Trask
Investment adviser representative at Burnham & Company LLC
11 yearsExperience
2 statesRegistered in
$129.5MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Burnham & Company LLCAug 2022 to now
- Burnham & Dells AdvisorsFeb 2020 to Aug 2022
- The Huntington Investment CompanyMar 2018 to Jan 2020
- The Huntington National BankJan 2018 to Jan 2020
- JP Morgan ChaseJul 2017 to Jan 2018
- The Huntington Investment CompanyMar 2016 to Jul 2017
- Huntington National BankJun 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (ME, MI).
Burnham & Company LLC
$129.5MAssets managed
171Clients
2Advisers
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
- 6624797
- Firm CRD
- 319339