Robert Burrow has been Partner & CCO of Ponta Wealth Partners since June 2024, is a control person of the firm and directly owns under 5% of it.
Ponta Wealth Partners, LLC is a Winter Park, FL firm with $214M under management, 24 clients and 2 advisers in one office, as of its September 2026 filing.
Robert Burrow’s longest registration was 2 years at Northcoast Asset Management LLC (2015–2017). Before joining Ponta Wealth Partners in 2024, Robert Burrow was registered through Pathstone and Northcoast Asset Management LLC.
- Ponta Wealth Partners, LLCCurrent– present · 2 yearsWinter Park, FL · Adviser representative · Firm CRD 330058
- Pathstone– · 1 yearWinter Park, FL · Adviser representative · Firm CRD 151736
- Northcoast Asset Management LLC– · 2 yearsGreenwich, CT · Adviser representative · Firm CRD 109582
Investment adviser representative registrations
Robert Burrow is registered as an investment adviser representative in Florida, since September 2024.
- FloridaSince 9 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 January 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Andrew Burrow
- CRD
- 6420497
- Firm
- Ponta Wealth Partners · CRD 330058
- Role
- Partner & CCO
- Office
- 300 GARFIELD AVE, SUITE 200, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Burrow work?
Robert Burrow has been Partner & CCO of Ponta Wealth Partners, LLC since June 2024, and is a control person of the firm.
Is Robert Burrow a financial advisor?
Yes. Robert Burrow has a current investment-adviser registration in Florida, through Ponta Wealth Partners since September 2024.
How many years of experience does Robert Burrow have?
Robert Burrow has 5 years in the financial industry, since April 2021, across 3 adviser firms.
What exams has Robert Burrow passed?
Robert Burrow passed the Series 65 in January 2015.
Where did Robert Burrow work before Ponta Wealth Partners?
Before Ponta Wealth Partners, Robert Burrow was registered through Pathstone, April 2023 to June 2024; Northcoast Asset Management LLC, January 2015 to March 2017.
Where is Robert Burrow based?
Robert Burrow’s registered office is in Winter Park, FL.
Is Robert Burrow registered with FINRA?
No. Robert Burrow has no current broker registration.
How can I verify Robert Burrow’s record?
Search CRD 6420497 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Burrow’s full registration record.