Adam R. Trask

BURNHAM & COMPANY LLC

Grand Rapids, MI 49546

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CRD#: 6624797

Professional summary

Adam Roland Trask is a registered financial advisor currently at BURNHAM & COMPANY LLC located in Grand Rapids, Michigan.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Adam has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 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 Adam Roland Trask'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

July 12, 2022 - Present

BURNHAM & COMPANY LLC

Office #1: 4930 Cascade Rd Se Suite B, Grand Rapids, MI 49546

RIA

CRD#: 319339

Grand Rapids, MI

Past

June 5, 2020 - October 20, 2022

BURNHAM & DELLS ADVISORS

RIA

CRD#: 114866

GRAND RAPIDS, MI

Past

March 6, 2018 - February 10, 2020

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

HOLLAND, MI

Past

April 25, 2016 - August 9, 2017

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

Van Buren, MI

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".

BURNHAM & COMPANY LLC

CRD#: 319339 / SEC#: 801-132298

RIA

Registered Investment Advisory firm - (3/31/2025 Approved)

Maine

Registered Investment Advisory firm - (3/31/2025 Terminated)

Michigan

Registered Investment Advisory firm - (3/18/2025 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

Maine
(9/26/2022)

IAR

Michigan
(7/30/2025)

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: 2/25/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/25/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BURNHAM & COMPANY LLC

CRD#: 319339 / SEC#: 801-132298

RIA

Registered Investment Advisory firm - (3/31/2025 Approved)

Maine

Registered Investment Advisory firm - (3/31/2025 Terminated)

Michigan

Registered Investment Advisory firm - (3/18/2025 Terminated)

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Contact information

Main Address

4930 Cascade Rd Se Suite B, Grand Rapids, MI 49546

Mailing Address

Phone number

(616) 430-5105

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

B&C BROCHURE SUPPLEMENT ADAM TRASK (3/5/2025)

B&C BROCHURE SUPPLEMENT BOB TSIRONIS ADV PART 2B (3/5/2025)

B&C BROCHURE (3/5/2025)

B&C BROCHURE SUPPLEMENT BOB BURNHAM ADV PART 2B (3/5/2025)

B&C BROCHURE SUPPLEMENT SANDY BURNHAM ADV PART 2B (3/5/2025)

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 117,727,072

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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Advisor Monitoring

Firm Stability Insights

Adam R. Trask

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Roland Trask's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURNHAM & DELLS ADVISORS

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

Primary Firm SEC Registration

BURNHAM & COMPANY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2020

Series 63

Date: 5/9/2016

SIE

Date: 10/1/2018

Series 6

Date: 4/25/2016

Current Firm

BURNHAM & COMPANY LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURNHAM & COMPANY LLC

TRUST BUT VERIFY

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