Thomas A. Burke

SYNTEGRA PRIVATE WEALTH GROUP | 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 PRIVATE CLIENT SERVICES, LLC located in Chesterfield, 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 7 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?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Andrew Burke's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2006

ChFC^®

Chartered Financial Consultant

Experience

Current

November 7, 2022 - Present

SYNTEGRA PRIVATE WEALTH GROUP LLC

Office #1: 14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017

RIA

CRD#: 323180

Chesterfield, MO

Current

February 5, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 14567 N Outer Forty Rd, Ste 225, Chesterfield, MO 63017

RIA

CRD#: 120222

Chesterfield, MO

Past

June 14, 2024 - February 9, 2026

OSAIC WEALTH, INC.

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.

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

CRD#: 6321

MINNEAPOLIS, MN

Past

September 24, 1992 - January 11, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

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".

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.

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

Alabama
(2/5/2026)

Alaska
(2/5/2026)

Arizona
(2/5/2026)

Arkansas
(2/5/2026)

California
(2/5/2026)

Colorado
(2/5/2026)

Florida
(2/5/2026)

Illinois
(2/5/2026)

Indiana
(2/5/2026)

Iowa
(2/5/2026)

Kansas
(2/5/2026)

Kentucky
(2/5/2026)

Maine
(2/5/2026)

Maryland
(2/5/2026)

Massachusetts
(2/5/2026)

Michigan
(2/5/2026)

IAR

Missouri
(11/7/2022)

Missouri
(2/5/2026)

New Hampshire
(2/5/2026)

New Mexico
(2/5/2026)

New York
(2/5/2026)

North Carolina
(2/9/2026)

Ohio
(2/5/2026)

Oregon
(2/5/2026)

Pennsylvania
(2/5/2026)

South Carolina
(2/5/2026)

Tennessee
(2/5/2026)

IAR

Texas
(12/8/2022)

Texas
(2/5/2026)

Virginia
(2/5/2026)

Washington
(2/5/2026)

Wisconsin
(2/5/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/26/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/9/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

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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

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYNTEGRA PRIVATE WEALTH GROUP LLC ADV BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	4,266
AUM (Assets Under Management)	$ 1,191,046,490

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Thomas A. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Andrew Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNTEGRA PRIVATE WEALTH GROUP LLC

PRIVATE CLIENT SERVICES, LLC

OSAIC WEALTH, INC.

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SYNTEGRA PRIVATE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/26/1992

SIE

Date: 10/1/2018

Series 7

Date: 9/23/1992

Series 24

Date: 9/9/1996

FINRA

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNTEGRA PRIVATE WEALTH GROUP LLC

TRUST BUT VERIFY

Contact information

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