Gerard F. Burke
Professional summary
Gerard F Burke JR, CFA, who also goes by Gerard F Burke, Gerry F Burke, is a registered financial advisor currently at SCS CAPITAL MANAGEMENT LLC located in Providence, Rhode Island.
Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gerard has worked at 2 firms and has passed the Series 63, Series 31, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerard F Burke JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2024 - Present
SCS CAPITAL MANAGEMENT LLC
Office #1: 10 Memorial Boulevard Suite 1003, Providence, RI 02903May 10, 2010 - December 11, 2020
NATIXIS DISTRIBUTION, LLC
Primary Firm SEC Registration
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258 / SEC#: 801-61448
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/20/2024)
Exams
Current Firm
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258 / SEC#: 801-61448
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 722 |
| AUM (Assets Under Management) | $ 43,134,668,533 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/10/2025 | ||
| 04/16/2025 | ||
| 11/26/2024 | ||
| 01/02/2024 | ||
| 01/26/2023 |
Red Flags
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Company Information
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258Providence, RI 02903TRUST BUT VERIFY
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