Thomas A. Burke
SYNTEGRA PRIVATE WEALTH GROUP LLC | CEO & Private Wealth Advisor
Chesterfield, MO 63017
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CRD#: 2274702
Professional summary
Thomas Andrew Burke, CFP®, ChFC®, who also goes by Tom Burke, is a registered financial advisor currently at SYNTEGRA PRIVATE WEALTH GROUP LLC located in Chesterfield, Missouri and OSAIC WEALTH, INC. located in Troy, Missouri.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Thomas has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Insurance
Financial planning
Trust & estate planning
Institutional consulting
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
Tom 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.
1. 19700 N 76TH STREET, UNIT 1026 POSITION: Property Owner NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2013 ADDRESS: 19700 N 76th Street, Unit 1026, Scottsdale AZ 85255, United States DESCRIPTION: My wife and I rent this property and sometimes stay there on vacation. 2. Syntegra Private Wealth Group - DBA 3. INSURANCE SALES POSITION: Insurance agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/04/2019 ADDRESS: 14567 N Outer 40 Road, Suite 225, Chesterfield MO 63017 DESCRIPTION: soliciting based on client's needs 4. MV HIGH PERFORMANCE LLC POSITION: President NATURE: Staffing and Management Company INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2012 ADDRESS: 14567 North Outer Forty Dr, Suite 225, Chesterfield MO 63017 DESCRIPTION: As President of MV High Performance LLC, I actively manage the operations of this company that provides staffing and management of Syntegra Private Wealth Group, a financial advisory practice with Securities America/Arbor Point Advisors 5. TPB REAL ESTATE HOLDINGS LLC POSITION: Manager NATURE: Passive Real Estate Investing INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2019 ADDRESS: 6, Robert Johns Way, Saint Charles MO 63303 DESCRIPTION: I passively invest in commercial real estate that has been pre-approved by Michael Cox at SAI 7. VPEG I, LP POSITION: Passive investor NATURE: Passive Investor in Private Equity INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2021 ADDRESS: 1520 S 5th St, Suite 308, St Charles MO 63303 DESCRIPTION: Passive investor in private equity. 8. QUANTUM PARTNERS POSITION: Manager NATURE: Branch Management and Advisor Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 11/25/2020 ADDRESS: 14567 N Outer 40 Road, Suite 225, Chesterfield MO 63017 DESCRIPTION: Branch Management: Recruiting advisory teams Coaching advisory teams on best practices 9. SYNTEGRA PRIVATE WEALTH GROUP IRIA POSITION: CEO NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 11/01/2022 ADDRESS: 14567 N Outer 40 Road, Suite 225, Chesterfield MO 63017, United States DESCRIPTION: Provide Investment Advisory Services 10. LFG MOTORSPORTS LLC POSITION: Owner NATURE: High end auto storage, parts and service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/22/2023 ADDRESS: 6 Robert Johns Way, Saint Charles MO 63303 DESCRIPTION: high end auto storage, parts and service 11. SYNTEGRA TAX & BUSINESS SERVICES LLC POSITION: CEO NATURE: Tax return preparation and business analysis. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/05/2024 ADDRESS: 14567 N Outer Forty Rd, Suite 225, Chesterfield MO 63017, United States DESCRIPTION: Owner 12. MV HIGH PERFORMANCE LLC POSITION: President NATURE: Staffing and Management Company. This company owns Syntegra Private Wealth Group RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2012 ADDRESS: 14567 North Outer Forty Dr, Suite 225, Chesterfield MO 63017, United States DESCRIPTION: As President of MV High Performance LLC, I actively manage the operations of this company that provides staffing and management of Syntegra Private Wealth Group, an independent RIA.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Andrew 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®
CFP®
Start date: 2006
Experience
Current
November 7, 2022 - Present
SYNTEGRA PRIVATE WEALTH GROUP LLC
Office #1: 14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017RIA
CRD#: 323180
Chesterfield, MO
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 250 E Wood St, Troy, MO 63379Office #2: 14567 N Outer Forty Rd Ste 225, Chesterfield, MO 63017Office #3: 828 S Main St, Saint Charles, MO 63301RIA
BD
CRD#: 23131
TROY, MO
Past
January 3, 2019 - December 31, 2022
ARBOR POINT ADVISORS
RIA
CRD#: 165127
STE 225, MO
Past
January 3, 2019 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAINT CHARLES, MO
Past
December 19, 1997 - January 11, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ST PETERS, MO
Past
September 24, 1992 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 24, 1992 - January 11, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ST PETERS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SYNTEGRA PRIVATE WEALTH GROUP LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD#: 323180 / SEC#: 801-126688
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)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.RR
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
RR
Alabama(6/14/2024)
RR
Alaska(6/14/2024)
RR
Arizona(6/14/2024)
RR
Arkansas(6/14/2024)
RR
California(6/14/2024)
RR
Colorado(6/14/2024)
RR
Connecticut(6/14/2024)
RR
District of Columbia(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(6/14/2024)
RR
Hawaii(6/14/2024)
RR
Idaho(6/14/2024)
RR
Illinois(6/14/2024)
RR
Indiana(6/14/2024)
RR
Iowa(6/14/2024)
RR
Kansas(6/14/2024)
RR
Kentucky(6/14/2024)
RR
Louisiana(6/14/2024)
RR
Maine(6/14/2024)
RR
Maryland(6/14/2024)
RR
Massachusetts(6/14/2024)
RR
Michigan(6/14/2024)
RR
Minnesota(6/14/2024)
IAR
Missouri(11/7/2022)
RR
Missouri(6/14/2024)
RR
Montana(6/14/2024)
RR
Nebraska(6/14/2024)
RR
Nevada(8/14/2024)
RR
New Hampshire(6/14/2024)
RR
New Jersey(6/14/2024)
RR
New Mexico(6/14/2024)
RR
New York(6/14/2024)
RR
North Carolina(6/14/2024)
RR
Ohio(6/14/2024)
RR
Oklahoma(6/14/2024)
RR
Oregon(6/14/2024)
RR
Pennsylvania(6/14/2024)
RR
South Carolina(6/14/2024)
RR
South Dakota(6/14/2024)
RR
Tennessee(6/14/2024)
IAR
Texas(12/8/2022)
RR
Texas(6/14/2024)
RR
Utah(6/14/2024)
RR
Virginia(6/14/2024)
RR
Washington(6/14/2024)
RR
Wisconsin(6/14/2024)
RR
Wyoming(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SP
SYNTEGRA PRIVATE WEALTH GROUP LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD#: 323180 / SEC#: 801-126688
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017
Mailing Address
Phone number
(314) 802-7232
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,266 |
| AUM (Assets Under Management) | $ 1,191,046,490 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SYNTEGRA PRIVATE WEALTH GROUP LLC
CEO & Private Wealth AdvisorCRD#: 323180Chesterfield, MO 63017TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
