Mervin Burton
Beatrice Advisors · New York, New York
Mervin Burton is a fee-only financial advisor at Beatrice Advisors in New York, New York, who holds the CFA credential. Mervin focuses on family wealth transfer, small business owners and founders (pre-exit). Beatrice Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Beatrice Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $282.3M across 225 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 2372701 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.beatriceadvisors.com |
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Questions about Mervin
Is Mervin Burton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mervin holds no broker registration, and Beatrice Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mervin charge for financial advice?
Mervin's firm, Beatrice Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mervin Burton based?
Mervin Burton is based in New York, New York.
What does Mervin specialize in?
Mervin's specialties include family wealth transfer, small business owners and founders (pre-exit). Mervin works with ultra high net worth, multi-generational families and founders.
What credentials does Mervin Burton hold?
Mervin Burton holds the CFA credential.
Is Mervin Burton registered with the SEC?
Yes. Mervin Burton is registered as an investment adviser representative in NY (CRD 2372701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beatrice Advisors manage?
Beatrice Advisors reports $282.3M across 225 accounts in assets under management.
How do I contact Mervin Burton?
Through Mervin's website, www.beatriceadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Beatrice Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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