Brian F. Burke

WINKLEVOSS INSURANCE AGENCY

GREENWICH, CT 06830

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CRD#: 1024635

Professional summary

Brian Fitzgibbon Burke is a registered financial professional currently at WINKLEVOSS INSURANCE AGENCY, LLC located in Greenwich, Connecticut.

Brian is registered as a RR (Registered Representative) and started their career in finance in 1982. Brian has worked at 7 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Brian Fitzgibbon Burke's CRS (Customer Relationship Summary).

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

Current

April 15, 2011 - Present

WINKLEVOSS INSURANCE AGENCY, LLC

Office #1: 640 West Putnam Ave 2nd Floor, Greenwich, CT 06830

CRD#: 39081

GREENWICH, CT

Past

June 30, 2004 - December 3, 2010

WESTPORT FINANCIAL SERVICES, L.L.C.

CRD#: 38449

WESTPORT, CT

Past

July 2, 2001 - May 24, 2004

CLARK SECURITIES, INC.

CRD#: 43803

GREENSBORO, NC

Past

June 29, 2000 - August 14, 2000

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

November 16, 1999 - July 2, 2001

CLARK-BARDES SECURITIES, INC.

CRD#: 29094

DALLAS, TX

Past

June 12, 1996 - December 30, 1997

WESTPORT FINANCIAL SERVICES, L.L.C.

CRD#: 38449

JACKSONVILLE, FL

Past

December 6, 1993 - December 31, 1995

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

March 2, 1989 - November 8, 1993

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

March 1, 1982 - March 9, 1987

JOHNSON & HIGGINS FINANCIAL SERVICES, INC.

CRD#: 2338

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(4/15/2011)

Delaware
(7/18/2012)

District of Columbia
(1/9/2013)

Florida
(1/6/2014)

Michigan
(12/13/2012)

New York
(6/9/2014)

Texas
(4/1/2014)

Virginia
(10/23/2012)

Wyoming
(8/13/2014)

Exams

State Security Law Exam

Series 63

Date: 10/28/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/1982

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WINKLEVOSS INSURANCE AGENCY, LLC

WINKLEVOSS INSURANCE AGENCY, LLC | WINKLEVOSS INSURANCE CORPORATION

CRD#: 39081 / SEC#: , 8-48544

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

640 West Putnam Ave 2nd Floor, Greenwich, CT 06830

Mailing Address

Po Box 4997, Greenwich, CT 06831

Phone number

(203) 861-5500

Established

Delaware since 06/16/2003

Firm type

Limited Liability Company

Fiscal year end

June

Firm Size

Small

# of Employees

FINRA licenses (10 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
WINKLEVOSS, LLC	MEMBER
WINKLEVOSS, HOWARD EDWARD	MANAGER, CHIEF COMPLIANCE OFFICER	2652707

Disclosures

Regulatory Event

Red Flags

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

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Firm Stability Insights

Brian F. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian Fitzgibbon Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTPORT FINANCIAL SERVICES, L.L.C.

CLARK SECURITIES, INC.

MUTUAL SERVICE CORPORATION

CLARK-BARDES SECURITIES, INC.

WESTPORT FINANCIAL SERVICES, L.L.C.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

JOHNSON & HIGGINS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/1996

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/20/1982

FINRA

Current Firm

WINKLEVOSS INSURANCE AGENCY, LLC

Contact information

FINRA licenses (10 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

WINKLEVOSS INSURANCE AGENCY, LLC

TRUST BUT VERIFY

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