Robert A. Burrow

PONTA WEALTH PARTNERS

WINTER PARK, FL 32789

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CRD#: 6420497

Professional summary

Robert Andrew Burrow, who also goes by Andy Burrow, is a registered financial advisor currently at PONTA WEALTH PARTNERS, LLC located in Winter Park, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Burrow

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 Robert Andrew Burrow'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

September 9, 2024 - Present

PONTA WEALTH PARTNERS, LLC

Office #1: 300 Garfield Ave Suite 200, Winter Park, FL 32789

RIA

CRD#: 330058

WINTER PARK, FL

Past

June 27, 2024 - July 19, 2024

PONTA WEALTH PARTNERS, LLC

RIA

CRD#: 330058

Orlando, FL

Past

April 25, 2023 - June 18, 2024

PATHSTONE

RIA

CRD#: 151736

Winter Park, FL

Past

January 6, 2015 - March 24, 2017

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 109582

GREENWICH, CT

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".

PONTA WEALTH PARTNERS, LLC

CRD#: 330058 / SEC#: 801-132915

RIA

Registered Investment Advisory firm - (6/2/2025 Approved)

Florida

Registered Investment Advisory firm - (7/16/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(9/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/6/2015

Uniform Investment Adviser Law Examination

Current Firm

PONTA WEALTH PARTNERS, LLC

CRD#: 330058 / SEC#: 801-132915

RIA

Registered Investment Advisory firm - (6/2/2025 Approved)

Florida

Registered Investment Advisory firm - (7/16/2025 Terminated)

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Contact information

Main Address

300 Garfield Ave Suite 200, Winter Park, FL 32789

Mailing Address

Phone number

(407) 490-4820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PONTA WEALTH PARTNERS, LLC (10/28/2025)

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 102,154,809

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.

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Robert A. Burrow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Andrew Burrow's CRS (Customer Relationship Summary).

Certified licenses

Experience

PONTA WEALTH PARTNERS, LLC

PONTA WEALTH PARTNERS, LLC

PATHSTONE

NORTHCOAST ASSET MANAGEMENT LLC

Primary Firm SEC Registration

PONTA WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2015

Current Firm

PONTA WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PONTA WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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