AV
Atul Varma
BURNETT LANE ADVISORS
BRYN MAWR, PA
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CRD#: 5054638
AV
Atul VarmaBURNETT LANE ADVISORS
Professional summary
Atul Varma is a registered financial advisor currently at BURNETT LANE ADVISORS, LLC located in Bryn Mawr, Pennsylvania.
Atul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Atul has worked at 1 firm .
At a Glance
Always Fiduciary
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.
Name of the Business: Care Home Health, LLC Investment-Related: No Address of the Other Business: 402 Boxwood Rd Bryn Mawr PA 19010 Nature of the Other Business: Non-medical home care agency providing live-in and hourly caregiving services to seniors and disabled individuals. Your Position/Title/Relationship with the Other Business: Founder and Managing Member Start Date of Your Relationship: March 2024 Approximate Number of Hours/Month Devoted to the Other Business: ~25-30 hours/month Number of Hours Devoted During Securities Trading Hours: ~5 hours/month (sporadic, non-market intensive) Brief Description of Duties Relating to the Other Business: Provide strategic oversight, manage financial operations, ensure regulatory and licensing compliance, oversee client relations, and guide business development initiatives. Day-to-day operations are delegated to staff.
CRS (Client Relationship Summary) - RIA
Click below to view Atul Varma'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
October 23, 2025 - Present
BURNETT LANE ADVISORS, LLC
RIA
CRD#: 338829
BRYN MAWR, PA
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
Pennsylvania(10/23/2025)
Exams
Current Firm
BL
BURNETT LANE ADVISORS, LLC
BURNETT LANE ADVISORS, LLC
CRD#: 338829 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (10/23/2025 Approved)Loading...
Contact information
Main Address
Bryn Mawr, PA
Mailing Address
Phone number
(781) 244-4712
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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