Robert Andrew Burrow
Investment Adviser Representative at Ponta Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Andrew Burrow is an investment adviser representative with Ponta Wealth Partners, LLC in Winter Park, FL, where they have been registered since 2024. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Pathstone and Northcoast Asset Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NorthCoast Asset ManagementOct 2014 – Mar 2017Greenwich, CT
- 1010dataMar 2017 – Mar 2021New York, NY
- Ascential Alternative DataMar 2021 – Sep 2022New York, NY
- PathstoneSep 2022 – Jun 2024Winter Park, FL
- Ponta Wealth Partners, LLCJun 2024 – no end date reportedOrlando, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ponta Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.006
- $1,000,000 and up0.60%
- Wrap Fee Program (households exceeding $25,000,000 AUM)0.65%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Winter Park, FL
- SEC file number:
- 801-132915
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 4, 2026
View full firm profileSimilar advisors in Winter Park, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Andrew Burrow 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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