# JAMES J. BURNS & COMPANY, LLC

JAMES J. BURNS & COMPANY, LLC of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 140452
- Type: SEC-registered investment adviser
- SEC file number: 801-66736
- Location: 225 BROADHOLLOW ROAD, SUITE 410, MELVILLE, NY, 11747
- Phone: 631-390-0500
- Latest filing: 2026-03-24
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 17
- Accounts: 2,530

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Adam Kohler | DIRECTOR OF FINANCIAL PLANNING | Fayetteville, AR |
| James Joseph Burns | PRESIDENT/CEO | — |
| Anthony Lagiglia | MANAGING DIRECTOR | — |
| Steven Charles Mula | CHIEF INVESTMENT OFFICER | — |
| Jessica Evans | MANAGER OF CLIENT SERVICES & CCO | Melville, NY |
| BURNS JAMES JOSEPH | CHIEF COMPLIANCE OFFICER AND EQUITY OWNER; PRESIDENT; PRESIDENT/CEO | — |
| LAGIGLIA ANTHONY | MANAGING DIRECTOR | — |
| MULA STEVEN CHARLES | CHIEF INVESTMENT OFFICER | — |
| EVANS JESSICA | MANAGER OF CLIENT SERVICES & CCO | — |
| KOHLER ADAM | DIRECTOR OF FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140452/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140452/similar
- Related entities: https://search.stillhousedata.com/firm/140452/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140452

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.