Mark Burkhardt
Professional summary
Mark Burkhardt, who also goes by Mark Burkhardt Andino, Andino Burkhardt, is a registered financial advisor currently at STONEBROOK INVESTMENT, LLC located in Reston, Virginia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Mark has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Burkhardt's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2013 - Present
STONEBROOK INVESTMENT, LLC
Office #1: 12020 Sunrise Valley Drive Suite 100, Reston, VA 20191April 16, 2012 - July 17, 2013
LOMBARD ADVISERS INCORPORATED
April 16, 2012 - January 2, 2014
LOMBARD SECURITIES INCORPORATED
February 20, 2009 - April 17, 2012
WESTMINSTER FINANCIAL ADVISORY CORP
February 20, 2009 - April 17, 2012
WESTMINSTER FINANCIAL SECURITIES, INC.
January 1, 2000 - February 23, 2009
CAPITOL SECURITIES MANAGEMENT, INC.
April 16, 1999 - February 23, 2009
CAPITOL SECURITIES MANAGEMENT, INC.
August 9, 1991 - April 16, 1999
WASHINGTON INVESTMENT CORPORATION
February 13, 1990 - August 16, 1991
J. W. GANT & ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/25/2018)
(8/30/2018)
(5/24/2021)
(7/17/2013)
Exams
Current Firm
STONEBROOK INVESTMENT, LLC
CRD#: 168359 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 86 |
| AUM (Assets Under Management) | $ 36,380,743 |
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.
