MP
Mikhail S. Potapov
BURL INVESTMENT MANAGEMENT
Lexington, KY 40502
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CRD#: 4804415
MP
Professional summary
Mikhail Sergeyevich Potapov, who also goes by Michael Potapov, is a registered financial advisor currently at BURL INVESTMENT MANAGEMENT, LLC located in Lexington, Kentucky.
Mikhail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mikhail has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Potapov
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.
Lakeview Farms, LLC, a private real estate investment entity registered at 900 Turkey Foot Road, Lexington, KY 40502; Member; 09/2023-Present; 4 hrs/month, not during securities trading hours; farm property management. Mr. Potapov is involved in various non-profit/charitable organizations making decisions or recommendations regarding investment-related activities during and after traditional business hours. He does not receive compensation, does not have sole investment authority, and does not have control of assets in these roles. Below entries per direction of Commonwealth of Kentucky Department of Financial Institutions Division of Securities: (1) Bluegrass Land Conservancy (2 hrs/month, during securities trading hours)/Board Member, Treasurer, Chair of Finance Committee - 07/2011 - Present/Bluegrass Land Conservancy is a nonprofit land trust, a non-investment related business, 405 Old Vine Street, #105, Lexington, KY 40507 (2) Trees Lexington! (2 hrs/month, not during securities trading hours)/Board Member, President - 12/2019 - Present/Trees Lexington! is a nonprofit working to expand the city's tree canopy, a non-investment related business, P.O. Box 1046, Lexington, KY 40588 (3) Blue Grass Community Foundation (2 hrs/quarter, during securities trading hours)/Investment Committee Member - 09/2021 - Present/Blue Grass Community Foundation is a publicly supported philanthropic organization, a non-investment related business, 499 East High Street, Suite 112, Lexington, KY 40507
CRS (Client Relationship Summary) - RIA
Click below to view Mikhail Sergeyevich Potapov's 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®
NoneExperience
Current
June 22, 2022 - Present
BURL INVESTMENT MANAGEMENT, LLC
Office #1: 620 Euclid Ave Suite 200, Lexington, KY 40502RIA
CRD#: 319525
Lexington, KY
Past
July 27, 2006 - January 15, 2021
E. S. BARR & COMPANY
RIA
CRD#: 107447
LEXINGTON, KY
Past
August 10, 2004 - May 2, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
LEXINGTON, KY
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
Kentucky(6/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BI
BURL INVESTMENT MANAGEMENT, LLC
BURL INVESTMENT MANAGEMENT | BURL INVESTMENT MANAGEMENT, LLC
CRD#: 319525 / SEC#:
Kentucky
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Contact information
Main Address
620 Euclid Ave Suite 200, Lexington, KY 40502
Mailing Address
Po Box 925, Lexington, KY 40588
Phone number
(859) 810-4330
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 26,922,549 |
Red Flags
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Company Information
BURL INVESTMENT MANAGEMENT, LLC
CRD#: 319525Lexington, KY 40502TRUST BUT VERIFY
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