Stephen Blake Burton
Investment adviser representative at Autumn Lane Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Autumn Lane Advisors, LLCMar 2022 to now
- Raymond James & Associates, Inc.Apr 2020 to Mar 2022
- Bank of America, N.A.Aug 2019 to Apr 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Apr 2020
- University of Houston - DowntownAug 2018 to May 2019
- Morgan StanleyMay 2018 to Sep 2018
- University of Houston DowntownJan 2015 to May 2018
- Abrasive Warehouse & EquipmentMay 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Autumn Lane Advisors, LLC
$1.2BAssets managed
73Clients
4Advisers
11 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
- 6946487
- Firm CRD
- 173624