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MP

Mikhail S. Potapov

BURL INVESTMENT MANAGEMENT
Lexington, KY 40502
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

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®
None

Experience

Current

June 22, 2022 - Present

BURL INVESTMENT MANAGEMENT, LLC

Office #1: 620 Euclid Ave Suite 200, Lexington, KY 40502
RIA
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
IAR
Series 65
Date: 7/26/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/16/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/9/2004
General Securities Representative Examination

Current Firm

BI
BURL INVESTMENT MANAGEMENT, LLC
BURL INVESTMENT MANAGEMENT | BURL INVESTMENT MANAGEMENT, LLC

CRD#: 319525 / SEC#:

Kentucky
Registered Investment Advisory firm - (6/22/2022 Approved)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts37
AUM (Assets Under Management)$ 26,922,549

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

BURL INVESTMENT MANAGEMENT, LLC

CRD#: 319525Lexington, KY 40502

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