EB
Edward T. Burke
WINTHROP WEALTH
Sratham, NH
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CRD#: 2831897
EB
Professional summary
Edward Thomas Burke, who also goes by Edward T. Burke, is a registered financial advisor currently at WINTHROP WEALTH located in Sratham, New Hampshire.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Edward has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward T. 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. 10/28/2009 - Winthrop Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
2. 5/9/2017 - Winthrop Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/08/2017 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Winthrop Wealth Management, an independent investment advisor firm. I started this business activity in 5/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
3. 5/9/2017 - Winthrop Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR / Director of Research - Started 05/08/2017 - 160 Hours Per Month/8 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Thomas 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®
NoneExperience
Current
October 11, 2017 - Present
WINTHROP WEALTH
RIA
CRD#: 288178
Sratham, NH
Past
March 6, 2006 - December 17, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
WESTBOROUGH, MA
Past
June 20, 1997 - December 17, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WESTBOROUGH, MA
Past
January 1, 1997 - June 23, 1997
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
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".
WW
WINTHROP WEALTH
FINANCIAL PLANNING STRATEGIES, LLC | WINTHROP WEALTH MANAGEMENT | WINTHROP WEALTH | WINTHROP ADVISORY GROUP, LLC | UNIFIED WEALTH MANAGEMENT | KEEL FINANCIAL PARTNERS
CRD#: 288178 / SEC#: 801-110461
RIA
Registered Investment Advisory firm - (4/28/2017 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
Massachusetts(10/11/2017)
IAR
New Hampshire(4/30/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WINTHROP WEALTH
FINANCIAL PLANNING STRATEGIES, LLC | WINTHROP WEALTH MANAGEMENT | WINTHROP WEALTH | WINTHROP ADVISORY GROUP, LLC | UNIFIED WEALTH MANAGEMENT | KEEL FINANCIAL PARTNERS
CRD#: 288178 / SEC#: 801-110461
RIA
Registered Investment Advisory firm - (4/28/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
321 Columbus Ave 3rd Fl, Boston, MA 02116-5168
Mailing Address
Phone number
(617) 530-1010
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,872 |
| AUM (Assets Under Management) | $ 2,600,886,145 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
