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Martin J. Burke

VAN CLEEF ASSET MANAGEMENT
Beachwood, OH 44122
Some features on this profile are disabled
CRD#: 5021475
MB

Professional summary

Martin J Burke JR, who also goes by Martin J Burke, is a registered financial advisor currently at VAN CLEEF ASSET MANAGEMENT INC located in Beachwood, Ohio.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Martin has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Martin J 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 Martin J Burke JR'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®
None

Experience

Current

October 21, 2009 - Present

VAN CLEEF ASSET MANAGEMENT INC

Office #1: 3201 Enterprise Pkwy Suite 140, Beachwood, OH 44122
RIA
CRD#: 105768
Beachwood, OH
Past

January 25, 2006 - June 24, 2008

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
CLEVELAND, OH
Past

November 16, 2005 - June 24, 2008

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH

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".
VC
VAN CLEEF ASSET MANAGEMENT INC
NONE | VAN CLEEF ASSET MANAGEMENT INC

CRD#: 105768 / SEC#: 801-32604

RIA
Registered Investment Advisory firm - (8/5/1988 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
Ohio
(10/21/2009)
IAR
Texas
(3/28/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/2005
General Securities Representative Examination

Current Firm

VC
VAN CLEEF ASSET MANAGEMENT INC
NONE | VAN CLEEF ASSET MANAGEMENT INC

CRD#: 105768 / SEC#: 801-32604

RIA
Registered Investment Advisory firm - (8/5/1988 Approved)
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Contact information

Main Address
3201 Enterprise Pkwy Suite 140, Beachwood, OH 44122
Mailing Address
Phone number
(216) 464-0253
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 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

ADV PART 2 (3/18/2026)

Regulatory assets under management

Total Number of Accounts226
AUM (Assets Under Management)$ 1,208,317,143

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

VAN CLEEF ASSET MANAGEMENT INC

CRD#: 105768Beachwood, OH 44122

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