Law Offices of Patrick J. Burns, Jr., P.C. is a distinguished securities law firm based in Beverly Hills, CA, with a notable focus on guiding breakaway advisors in their transition to independence and catering to the legal requirements of established investment advisory firms.
Specializing in services such as investment adviser registration, transition counseling, mergers and acquisitions, and outsourced general counsel, the firm's adept team supports individuals establishing their own investment firms and those integrating with existing practices.
With a commitment to safeguarding the best interests of advisors moving from wire houses to independence, Law Offices of Patrick J. Burns, Jr., P.C. offers comprehensive legal assistance, from reviewing employment agreements to addressing promissory note concerns, for advisors with a range of business sizes, from small practices to multi-billion dollar portfolios.
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