AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DM

David P. Mcheffey

Some features on this profile are disabled
CRD#: 328257
DM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Parker Mcheffey was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1972. David had worked at 11 firms and has passed the Series 1 and Series 00 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 21, 1997 - May 2, 1997

P.R. BURKE & CO., INC.

BD
CRD#: 13558
NEW YORK, NY
Past

November 16, 1994 - January 19, 1995

GFI SECURITIES LLC

BD
CRD#: 19982
NEW YORK, NY
Past

April 23, 1992 - October 28, 1994

P.R. BURKE & CO., INC.

BD
CRD#: 13558
NEW YORK, NY
Past

March 11, 1986 - November 10, 1986

W.A. CAPITAL MARKETS

BD
CRD#: 6292
Past

January 2, 1985 - October 29, 1985

BROUNOFF, CLAIRE & CO., INC.

BD
CRD#: 1325
Past

June 7, 1983 - November 23, 1984

PURCELL GRAHAM INCORPORATED

BD
CRD#: 7187
Past

December 3, 1981 - May 17, 1982

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

February 24, 1981 - October 1, 1983

HERBERT J. SIMS & CO, INC.

BD
CRD#: 3420
Past

November 8, 1976 - March 9, 1981

J.J. DARBY & CO., INC.

BD
CRD#: 7285
Past

January 23, 1976 - September 26, 1976

UNDERHILL ASSOCIATES, INCORPORATED

BD
CRD#: 6999
Past

January 30, 1974 - October 23, 1974

DOYLE, O'CONNOR & CO., INC.

BD
CRD#: 229
Past

December 11, 1972 - February 15, 1974

BUTCHER & SINGER INC.

BD
CRD#: 6517

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 1
Date: 12/4/1972
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 1/28/1975
General Securities Principal Examination

Current Firm

PB
P.R. BURKE & CO., INC.
P. R. BURKE & CO. | P.R. BURKE & CO., INC. | P.R. BURKE

CRD#: 13558 / SEC#: , 8-28509

BD
Terminated by SEC on 07/29/2002
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
Mailing Address
Phone number
Established
New York since 12/30/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
BURKE REILLY, PATRICIA, ANNESHAREHOLDER, DIRECTOR
GREGG, JAMES MICHAELPRES., DIR., SROP, CROP, CEO, SHAREHOLDER1181136
RONEY, CHARLES PATRICKTREASURES, FINOP, CFO, DIRECTOR, SHAREHOLDER1978773

Disclosures

Regulatory Event1

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.

Company Information

P.R. BURKE & CO., INC.

CRD#: 13558

TRUST BUT VERIFY

Monitor David Mcheffey

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics