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Donald D. Burke

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CRD#: 5282064
DB

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.

Donald David Burke JR., who also goes by Dj Burke, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 2007. Donald had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dj 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)


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

June 6, 2011 - December 31, 2014

CLARITY CAPITAL PARTNERS

RIA
CRD#: 129898
NEWPORT BEACH, CA
Past

June 3, 2011 - March 27, 2013

WHJR ASSOCIATES

RIA
CRD#: 113269
NEWPORT BEACH, CA
Past

June 3, 2011 - August 5, 2013

OSAIC WEALTH, INC.

BD
CRD#: 23131
NEWPORT BEACH, CA
Past

February 21, 2011 - June 6, 2011

HOLLENCREST CAPITAL MANAGEMENT, LLC

RIA
CRD#: 46217
NEWPORT BEACH, CA
Past

April 16, 2007 - June 6, 2011

HOLLENCREST CAPITAL MANAGEMENT, LLC

BD
CRD#: 46217
NEWPORT BEACH, CA

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


State Security Law Exam
IAR
Series 65
Date: 2/18/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CC
CLARITY CAPITAL PARTNERS
CLARITY CAPITAL PARTNERS | SMITH FINANCIAL ADVISORS | PATHWISE FINANCIAL GROUP | PACIFIC CAPITAL PLANNING COMPANY | GR-CAM DBA CLARITY CAPITAL PARTNERS | GR-CAM | GR CAPITAL ASSET MANAGEMENT, LLC | GR CAPITAL ASSET MANAGEMENT | DBA CLARITY CAPITAL PARTNERS | CLARITY CAPITAL PARTNERS LLC

CRD#: 129898 / SEC#: 801-62893

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Contact information


Main Address
5000 Birch Street, Ste 100, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 805-7526
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Part 2 Brochures

CLARITY CAPITAL PARTNERS (3/20/2025)

Regulatory assets under management


Total Number of Accounts1,113
AUM (Assets Under Management)$ 437,700,139

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


CLARITY CAPITAL PARTNERS

CRD#: 129898

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