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Michael L. Burke

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CRD#: 1023629
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Leo Burke was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1982. Michael had worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 22, 1995 - June 9, 2022

MUTUAL FUND MANAGEMENT SYSTEMS INC.

RIA
CRD#: 115521
RICHMOND, VA
Past

June 19, 1982 - November 24, 1997

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
SUFFOLK, VA
Past

February 5, 1982 - August 26, 1982

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/21/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/1985
General Securities Principal Examination

Current Firm


MF
MUTUAL FUND MANAGEMENT SYSTEMS INC.
MUTUAL FUND MANAGEMENT SYSTEMS INC.

CRD#: 115521 / SEC#:

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Contact information


Main Address
Henrico, VA
Mailing Address
Phone number
(804) 360-5553
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts37
AUM (Assets Under Management)$ 3,507,060

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MUTUAL FUND MANAGEMENT SYSTEMS INC.

CRD#: 115521

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