Terry E. Burke

BEACON STREET CAPITAL

ATLANTA, GA 30339

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CRD#: 2164563

Professional summary

Terry Ernest Burke MR., who also goes by Terry Burke, is a registered financial advisor currently at BEACON STREET CAPITAL, LLC located in Atlanta, Georgia.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Terry has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Burke

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.

TERRY E. BURKE & COMPANY D/B/A BEACON STREET RESEARCH. PURPOSE: PROVIDES RESEARCH ON STOCKS TO INSTITUTIONAL INVESTORS. TITLE:PRESIDENT ADDRESS:3350 RIVERWOOD PARKWAY - SUITE 1900 - PMB 1941 ATLANTA, GA 30339 BEGAN:11/2001 TIME ALLOCATED TO BUSINESS: 100 HOURS PER MONTH DEVOTED TO BUSINESS AND 4-7 HOURS PER DAY DURING SECURITIES TRADING HOURS DUTIES: MAKE BUY/SELL/HOLD RATINGS ON INDIVIDUAL STOCKS FOR DISTRIBUTION BY BANK OF NEW YORK FOR INSTITUTIONAL INVESTORS. SAME RATINGS ARE USED BY BEACON STREET CAPITAL TO MANAGE CLIENT EQUITY PORTFOLIOS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Ernest Burke MR.'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 1, 2003 - Present

BEACON STREET CAPITAL, LLC

Office #1: 3350 Riverwood Parkway Suite 1900-pmb1941, Atlanta, GA 30339

RIA

CRD#: 120646

ATLANTA, GA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/1/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/2002

Uniform Investment Adviser Law Examination

Current Firm

BEACON STREET CAPITAL, LLC

CRD#: 120646 / SEC#:

Georgia

Registered Investment Advisory firm - (3/25/2003 Approved)

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Contact information

Main Address

3350 Riverwood Parkway Suite 1900-pmb 1941, Atlanta, GA 30339

Mailing Address

Phone number

(770) 984-5433

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 77,785,582

Red Flags

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

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Terry E. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Ernest Burke MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON STREET CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2002

Current Firm

BEACON STREET CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACON STREET CAPITAL, LLC

TRUST BUT VERIFY

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