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KM

Kenny D. Mezher

THE BURNEY COMPANY
Reston, VA 20191
Some features on this profile are disabled
CRD#: 6340715
KM

Professional summary

Kenny Danny Mezher is a registered financial advisor currently at THE BURNEY COMPANY located in Reston, Virginia.

Kenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kenny has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

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 Kenny Danny Mezher'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

December 16, 2025 - Present

THE BURNEY COMPANY

Office #1: 1800 Alexander Bell Drive Suite 510, Reston, VA 20191
RIA
CRD#: 106945
Reston, VA
Past

March 28, 2017 - January 3, 2020

THE BURNEY COMPANY

RIA
CRD#: 106945
RESTON, VA
Past

August 22, 2016 - April 11, 2017

GROWTH CAPITAL SERVICES, INC.

BD
CRD#: 124658
CLAYMONT, DE

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
Virginia
(12/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/13/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/11/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2016
General Securities Representative 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 106945Reston, VA 20191

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