Daniel Burns, CCO (3 of Battery Global Advisors (Boston, MA)

Career

Daniel Burns is a control person of Battery Global Advisors and directly owns between 5% and 10% of it. Daniel Burns holds a BS in Accounting from NYU Stern School of Business and an MBA in Finance and Entrepreneurship from NYU Stern School of Business.

Battery Global Advisors is an investment adviser based in Boston, MA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $8.37 billion, as filed on 30 June 2026. Its fees, ownership and offices are on the firm’s profile.

Daniel Burns is CFO and Chief Compliance Officer of Battery Global Advisors. Burns manages all aspects of accounting, compliance and operations for the firm and its private funds, and supports the investment team with risk management and analysis. He was previously an auditor at KPMG and an internal auditor at Barclays Capital.

Credentials

Professional designations

Listed by Battery Global Advisors

licensed CPA

Key facts

CRD: 4942024
Firm: Battery Global Advisors · CRD 158508
Role: CCO (3/2013), CFO (4/2011), Director (1/2023)
In role since: April 2011 · 15 years
Control person: Yes
Direct ownership: 5% to 10%
Firm headquarters: Boston, MA
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record
Firm bio: bga.com

Common questions

Where does Daniel Burns work?

Daniel Burns has been CCO (3/2013), CFO (4/2011), Director (1/2023) of Battery Global Advisors, LLC since April 2011, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 June 2026

How can I verify Daniel Burns’ record?

Daniel Burns’ role is listed on Battery Global Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 158508.

Source: Form ADV, Schedule A, filed 30 June 2026