Corrin G. Burke

SUCCESSFUL WEALTH STRATEGIES

Canton, CT

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CRD#: 4165505

Professional summary

Corrin Gibbs Burke, CFP®, who also goes by Corrin Michelle Gibbs, is a registered financial advisor currently at SUCCESSFUL WEALTH STRATEGIES, LLC located in Canton, Connecticut.

Corrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Corrin has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corrin Michelle Gibbs

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.

LOVE HAS A HOME; INVESTMENT RELATED: NO; CHARITY; TITLE/POSITION: TREASURER; START DATE: 2018; 3 HRS PER MONTH; 1 HR DURING TRADING; HELP ON DIFFERENT COMMITTEES; OFFICER/DIRECTOR: TREASURER; CLIENTS INVOLVED: NO Corrin Gibbs Burke is a licensed insurance agent. From time to time, she will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Successful Wealth Strategies always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Successful Wealth Strategies in their capacity as a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corrin Gibbs 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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

March 15, 2017 - Present

SUCCESSFUL WEALTH STRATEGIES, LLC

RIA

CRD#: 286563

Canton, CT

Past

March 8, 2016 - March 15, 2017

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

RIA

CRD#: 174670

GLASTONBURY, CT

Past

March 3, 2016 - March 8, 2016

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Glastonbury, CT

Past

March 3, 2016 - December 23, 2016

J.W. COLE FINANCIAL, INC.

CRD#: 124583

Glastonbury, CT

Past

July 17, 2014 - March 3, 2016

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

Farmington, CT

Past

July 14, 2014 - March 3, 2016

NATIONAL PLANNING CORPORATION

CRD#: 29604

Farmington, CT

Past

September 10, 2007 - July 24, 2014

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

FARMINGTON, CT

Past

October 21, 2002 - July 24, 2014

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

FARMINGTON, CT

Past

April 19, 2000 - October 16, 2002

METROPOLITAN ROSE FINANCIAL SERVICES LLC

CRD#: 46555

FARMINGTON, CT

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

Connecticut
(3/15/2017)

IAR

Florida
(8/25/2021)

IAR

Massachusetts
(3/4/2022)

IAR

Pennsylvania
(9/2/2021)

IAR

Texas
(4/13/2021)

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

Series 63

Date: 6/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/23/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2000

General Securities Representative Examination

Current Firm

SUCCESSFUL WEALTH STRATEGIES, LLC

BURKE, CORRIN GIBBS | SWS | SUCCESSFUL WEALTH STRATEGIES, LLC | SUCCESSFUL WEALTH STRATEGIES | SUCCESSFUL WEALTH

CRD#: 286563 / SEC#:

Connecticut

Registered Investment Advisory firm - (3/13/2017 Approved)

Florida

Registered Investment Advisory firm - (8/25/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (3/4/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/2/2021 Approved)

Texas

Registered Investment Advisory firm - (4/1/2021 Conditional Restricted)

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Contact information

Main Address

Canton, CT

Mailing Address

P.o. Box 242, Collinsville, CT 06022

Phone number

(860) 470-6238

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 43,642,911

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.

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Firm Stability Insights

Corrin G. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corrin Gibbs Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

METROPOLITAN ROSE FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/15/2000

SIE

Date: 12/23/2016

Series 7

Date: 4/18/2000

Current Firm

SUCCESSFUL WEALTH STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SUCCESSFUL WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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