Brandt Burns has been Founder and Chief of Mountain Capital Investment Advisors since February 2011, is a control person of the firm and directly owns between 25% and 50% of it. Brandt Burns holds a BS in Aviation Science from Oklahoma State University and an MBA from Roosevelt University.
Mountain Capital Investment Advisors Inc is a Westminster, CO firm with $929M under management, 1,191 clients and 15 advisers across 5 offices, as of its July 2026 filing.
Brandt Burns is Founder and Chief Executive Officer of Mountain Capital Investment Advisors. He leads the firm's Investment Committee, Advisory Committee and group of Financial Advisors. He has 20 years of experience as a Financial Advisor, including 10 years at Morgan Stanley before Mountain Capital, and earlier worked 5 years as a commercial pilot at Atlantic Coast Airlines/Independence Air.
Brandt Burns’ longest registration is the current one, 15 years at Mountain Capital Investment Advisors since 2011. Before joining Mountain Capital Investment Advisors in 2011, Brandt Burns was registered through Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc.
- – present · 15 yearsWestminster, CO · Adviser representative · Firm CRD 156660
- Morgan Stanley Smith Barney LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 1 yearDenver, CO · Adviser representative · Firm CRD 7059
- Morgan Stanley & Co., Incorporated– · under a yearDenver, CO · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 1 yearDenver, CO · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Brandt Burns is registered as an investment adviser representative in Colorado, since May 2011.
- ColoradoSince 16 May 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 15 April 2005 |
| Series 66 | Uniform Combined State Law Examination | 8 April 2005 |
| Series 7 | General Securities Representative Examination | 28 March 2005 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandt Phillip Burns
- CRD
- 4914147
- Firm
- Mountain Capital Investment Advisors · CRD 156660
- Role
- Founder and Chief
- Office
- 12235 PECOS ST, SUITE 100, Westminster, CO 80234
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountaincapital.us
Where does Brandt Burns work?
Brandt Burns has been Founder and Chief of Mountain Capital Investment Advisors Inc since February 2011, and is a control person of the firm.
Is Brandt Burns a financial advisor?
Yes. Brandt Burns has a current investment-adviser registration in Colorado, through Mountain Capital Investment Advisors since May 2011.
How many years of experience does Brandt Burns have?
Brandt Burns has 21 years in the financial industry, since April 2005, across 5 adviser firms.
What exams has Brandt Burns passed?
Brandt Burns has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in March 2005.
Where did Brandt Burns work before Mountain Capital Investment Advisors?
Before Mountain Capital Investment Advisors, Brandt Burns was registered through Citigroup Global Markets Inc., January 2008 to June 2009; Morgan Stanley & Co., Incorporated, April 2007 to January 2008; Morgan Stanley, April 2005 to April 2007.
Where is Brandt Burns based?
Brandt Burns’ registered office is in Westminster, CO.
Is Brandt Burns registered with FINRA?
No. Brandt Burns has no current broker registration.
How can I verify Brandt Burns’ record?
Search CRD 4914147 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandt Burns’ full registration record.
