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Brandt Phillip Burns

Investment Adviser Representative at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Westminster, COCRD #4914147Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Colorado
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/8/2005
Series 31
Futures Managed Funds Examination
Passed 4/15/2005
Series 7
General Securities Representative Examination
Passed 3/28/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Mountain Capital Investment Advisors Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MOUNTAIN CAPITAL INVESTMENT ADVISORS INCCurrent
5/16/2011Westminster, CO
MORGAN STANLEY SMITH BARNEY LLC
6/1/20095/26/2011Denver, CO
CITIGROUP GLOBAL MARKETS INC.
1/4/20086/1/2009Denver, CO
MORGAN STANLEY & CO., INCORPORATED
4/2/20071/7/2008Denver, CO
MORGAN STANLEY
4/21/20054/2/2007Denver, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandt Phillip Burns has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brandt Phillip Burns - Financial Advisor in Westminster, CO | AdvisorFinder