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Jeffrey Ryan Burke

Jeffrey R. Burke

COMPASS ADVISORS
Melville, NY 11747
Some features on this profile are disabled
CRD#: 4849507
Jeffrey Ryan Burke

Professional summary

Jeffrey Ryan Burke, CFP®, who also goes by Jeffrey R. Burke, is a registered financial advisor currently at COMPASS ADVISORS located in Melville, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffrey has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey R. 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ryan 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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

July 19, 2021 - Present

COMPASS ADVISORS

Office #1: 155 Pinelawn Road Suite 210 N, Melville, NY 11747
RIA
CRD#: 288256
Melville, NY
Past

May 20, 2015 - December 31, 2016

FUSION ANALYTICS INVESTMENT PARTNERS LLC

RIA
CRD#: 139321
NEW YORK, NY
Past

May 19, 2015 - May 20, 2015

FUSION ANALYTICS SECURITIES LLC

BD
CRD#: 124245
CORAL SPRINGS, FL
Past

December 1, 2011 - December 26, 2014

FUSION ANALYTICS SECURITIES LLC

BD
CRD#: 124245
CORAL SPRINGS, FL
Past

January 1, 2005 - November 17, 2011

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
ROSLYN, NY

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".
CA
COMPASS ADVISORS
COMPASS ADVISORS | COMPASS ADVISORY GROUP LLC

CRD#: 288256 / SEC#: 801-110409

RIA
Registered Investment Advisory firm - (4/14/2017 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
New York
(7/19/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/11/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/17/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/20/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/19/2010
General Securities Sales Supervisor - Options Module Examination

Current Firm

CA
COMPASS ADVISORS
COMPASS ADVISORS | COMPASS ADVISORY GROUP LLC

CRD#: 288256 / SEC#: 801-110409

RIA
Registered Investment Advisory firm - (4/14/2017 Approved)
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Contact information

Main Address
155 Pinelawn Road Suite 210 N, Melville, NY 11747
Mailing Address
Phone number
(516) 938-2400
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPASS ADVISORS DISCLOSURE BROCHURE AND PRIVACY POLICY (2/19/2026)

Regulatory assets under management

Total Number of Accounts1,152
AUM (Assets Under Management)$ 767,495,362

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

COMPASS ADVISORS

CRD#: 288256Melville, NY 11747

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