Robert R. Burke

BROCKENBROUGH

RICHMOND, VA 23226

Some features on this profile are disabled

CRD#: 2775817

Professional summary

Robert Rennolds Burke, CFA, who also goes by Bob Burke, is a registered financial advisor currently at BROCKENBROUGH located in Richmond, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob 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.

CFA INSTITUTE, 915 E HIGH STREET, CHARLOTTESVILLE, VA 22902, WHICH IS A GLOBAL 501 (C) 3 ASSOCIATION OF INVESTMENT PROFESSIONALS. THIS IS NOT DEEMED INVESTMENT RELATED. POSITION IS THAT OF A PAID VOLUNTEER WORKING ON VARIOUS PROJECTS. START DATE OF THE RELATIONSHIP WAS JUNE 1996. APPROXIMATELY 40 HOURS PER YEAR ARE DEVOTED TO THE BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Rennolds 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®

CFA

Chartered Financial Analyst

Experience

Current

October 16, 1996 - Present

BROCKENBROUGH

Office #1: 1802 Bayberry Ct, Richmond, VA 23226

RIA

CRD#: 105142

RICHMOND, VA

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".

BROCKENBROUGH

BROCKENBROUGH | LOWE, BROCKENBROUGH & COMPANY, INC. | LOWE BROCKENBROUGH & CO INC | LB&C

CRD#: 105142 / SEC#: 801-6691

RIA

Registered Investment Advisory firm - (7/1/1970 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.

Highlighted states indicate IAR registrations

IAR

Virginia
(10/16/1996)

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: 10/15/1996

Uniform Investment Adviser Law Examination

Current Firm

BROCKENBROUGH

BROCKENBROUGH | LOWE, BROCKENBROUGH & COMPANY, INC. | LOWE BROCKENBROUGH & CO INC | LB&C

CRD#: 105142 / SEC#: 801-6691

RIA

Registered Investment Advisory firm - (7/1/1970 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

920 Libbie Ave. Suite 201, Richmond, VA 23226-2050

Mailing Address

Phone number

(804) 288-0404

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCKENBROUGH ADV PART 2A 6-30-2025_FINAL (6/25/2025)

Regulatory assets under management

Total Number of Accounts	1,162
AUM (Assets Under Management)	$ 5,442,429,889

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/24/2025	Cover Page	Report
11/12/2024	Cover Page	Report
10/26/2023	Cover Page	Report
11/28/2022	Cover Page	Report

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.

Similar Advisors

Karen Jones

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Richmond, VA

Joseph Mcvey

UBS FINANCIAL SERVICES INC.

IAR

Powhatan, VA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert R. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Rennolds Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROCKENBROUGH

Primary Firm SEC Registration

BROCKENBROUGH

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/1996

Current Firm

BROCKENBROUGH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BROCKENBROUGH

TRUST BUT VERIFY

Similar Advisors