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RIA / WealthAdvisor13 years in industry

ERIC PEART BURTON

Advisor at CAPTRUST

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:e5472da5-c59c-acfa-c80c-47188937c260

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Apr 9, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 6, 2019
First registration: Apr 9, 2019
Dual registered: no
Other names: Eric Peart Burton|Eric Burton
IAPD individual key: 7008809

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Oct 3, 2024	n/a	yes	SALT LAKE CITY, UT	Current employment
SUMMIT GLOBAL INVESTMENTS, LLC	Mixed wealth	Apr 2, 2024	Oct 7, 2024	no	Saratoga Springs, UT\|BOUNTIFUL, UT	Previous registration
SYNTRINSIC LLC	Former SEC adviser	Jul 18, 2023	Mar 21, 2024	no	SARATOGA SPRINGS, UT\|DENVER, CO	Previous registration
SYNTRINSIC INVESTMENT COUNSEL, LLC.	Former SEC adviser	Jun 27, 2022	Dec 31, 2023	no	SARATOGA SPRINGS, UT\|DENVER, CO	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 5, 2020	Jul 21, 2022	no	AMERICAN FORK, UT	Previous registration
EDWARD JONES	National bd RIA	Apr 9, 2019	Sep 12, 2019	no	Logan, UT\|ST LOUIS, MO\|LOGAN, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUMMIT GLOBAL INVESTMENTS, LLC	Captrust	Oct 7, 2024	Oct 3, 2024	-4	Firm change	Other
SYNTRINSIC LLC	SUMMIT GLOBAL INVESTMENTS, LLC	Mar 21, 2024	Apr 2, 2024	12	Firm change	Other
SYNTRINSIC INVESTMENT COUNSEL, LLC.	SYNTRINSIC LLC	Dec 31, 2023	Jul 18, 2023	-166	Firm change after gap	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	SYNTRINSIC INVESTMENT COUNSEL, LLC.	Jul 21, 2022	Jun 27, 2022	-24	Firm change	Other
EDWARD JONES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 12, 2019	Oct 5, 2020	389	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147978:327054:CO:2023-12-31	Dec 31, 2023	Jul 18, 2023	DENVER, CO	Firm change after gap

Relationships

Registered with (6)

→ CAPTRUSTRegistered adviserregistration: current employment
Oct 3, 2024 to presentfactForm ADV
→ SUMMIT GLOBAL INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 2, 2024 to Oct 7, 2024factForm ADV
→ SYNTRINSIC LLCRegistered adviserregistration: previous registration
Jul 18, 2023 to Mar 21, 2024factForm ADV
→ SYNTRINSIC INVESTMENT COUNSEL, LLC.Registered adviserregistration: previous registration
Jun 27, 2022 to Dec 31, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 5, 2020 to Jul 21, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 9, 2019 to Sep 12, 2019factForm ADV

Dated events

Occurred
Oct 7, 2024
Advisor changed firm
Eric Peart Burton left Summit Global Investments, Llc for Captrust (registered 2024-10-03)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Advisor changed firm
Eric Peart Burton left Syntrinsic Llc for Summit Global Investments, Llc (registered 2024-04-02)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Eric Peart Burton left Syntrinsic Investment Counsel, Llc. for Syntrinsic Llc (registered 2023-07-18)
Form ADVobserved 5 days ago
Occurred
Jul 21, 2022
Advisor changed firm
Eric Peart Burton left Fidelity Personal And Workplace Advisors for Syntrinsic Investment Counsel, Llc. (registered 2022-06-27)
Form ADVobserved 5 days ago