Patrick J. Burke
Professional summary
Patrick Joseph Burke, CFP®, who also goes by Patrick Burke, is a registered financial advisor currently at MILL CREEK CAPITAL ADVISORS, LLC located in Conshohocken, Pennsylvania.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Patrick has worked at 2 firms and has passed the Series 63, Series 65, Series 7, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Burke's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
November 20, 2013 - Present
MILL CREEK CAPITAL ADVISORS, LLC
Office #1: 161 Washington Street Suite 1500, Conshohocken, PA 19428April 9, 1996 - October 17, 2013
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
MILL CREEK CAPITAL ADVISORS, LLC
CRD#: 141470 / SEC#: 801-67173
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/20/2013)
Exams
Series 2
Date: 2/8/1995
Non-Member General Securities ExaminationCurrent Firm
MILL CREEK CAPITAL ADVISORS, LLC
CRD#: 141470 / SEC#: 801-67173
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,260 |
| AUM (Assets Under Management) | $ 9,169,595,643 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 |
Red Flags
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