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TH

Thomas D. Hunt

THE BURNEY COMPANY
ARLINGTON, VA
Some features on this profile are disabled
CRD#: 1777293
TH

Professional summary

Thomas Durrell Hunt is a registered financial advisor currently at THE BURNEY COMPANY located in Arlington, Virginia.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Thomas has worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Durrell Hunt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 30, 1987 - Present

THE BURNEY COMPANY

RIA
CRD#: 106945
ARLINGTON, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TB
THE BURNEY COMPANY
BURNEY CO | THE BURNEY COMPANY | BURNEY COMPANY

CRD#: 106945 / SEC#: 801-10232

RIA
Registered Investment Advisory firm - (9/18/1974 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/22/1991)
IAR
Virginia
(11/30/1987)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/9/1990
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 2/1/1989
Non-Member General Securities Examination

Current Firm

TB
THE BURNEY COMPANY
BURNEY CO | THE BURNEY COMPANY | BURNEY COMPANY

CRD#: 106945 / SEC#: 801-10232

RIA
Registered Investment Advisory firm - (9/18/1974 Approved)
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Contact information

Main Address
1800 Alexander Bell Drive Suite 510, Reston, VA 20191
Mailing Address
Phone number
(866) 928-7639
Established
Firm type
Fiscal year end
# of Employees
46

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BURNEY COMPANY WEALTH MANAGEMENT ADV PART 2A (3/31/2025)
BURNEY COMPANY ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts4,389
AUM (Assets Under Management)$ 3,136,984,434

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE BURNEY COMPANY

CRD#: 106945Arlington, VA

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