Financial advisor
Brandt Burns
At Trilogy Capital · Westminster, CO
Registered as BRANDT PHILLIP BURNS
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Mountain Capital Investment Advisors | Mountain Capital Investment Advisors | Trilogy Capital | Acquisition | October 8, 2026 | $1.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | Investment adviser | May 16, 2011 | Current |
| MORGAN STANLEY SMITH BARNEY LLC | Investment adviser | June 1, 2009 | May 26, 2011 |
| MORGAN STANLEY SMITH BARNEY | Broker-dealer | June 1, 2009 | May 26, 2011 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | January 4, 2008 | June 1, 2009 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | January 4, 2008 | June 1, 2009 |
| MORGAN STANLEY & CO., INCORPORATED | Investment adviser | April 2, 2007 | January 7, 2008 |
| MORGAN STANLEY & CO., INCORPORATED | Broker-dealer | April 2, 2007 | January 7, 2008 |
| MORGAN STANLEY | Investment adviser | April 21, 2005 | April 2, 2007 |
| MORGAN STANLEY DW INC. | Broker-dealer | March 29, 2005 | April 2, 2007 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.