Daniel P. Burke
EAGLE STRATEGIES LLC
FRANKLIN, TN 37067
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CRD#: 5677028
Professional summary
Daniel Patrick Burke, CFP®, ChFC® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Franklin, Tennessee and NYLIFE SECURITIES LLC located in Franklin, Tennessee.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Daniel has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 840 CRECENT CENTRE DR. STE 500 FRANKLIN, TN 37067; START DATE 09/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF BURKE FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRANKLIN, TN; START DATE: 09/2014] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRANKLIN, TN; START DATE: 11/2018] [417 Wayne Jackson LLC; AirBNB. Second home and when we aren't using it we will AirBNB; 417 Wayne Jackson Rd. Ashland City TN 37015; Start Date 10/2022; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [LTI Holdings, LLC; Buys real estate and rents it out; 3401 Mallory Ln, Stuite 400 Franklin, TN 37067; Start Date 09/2022; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rent] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, New York, NY 1010; Start Date 01/2024; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick 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®
Start date: 2017
Experience
Current
July 2, 2014 - Present
EAGLE STRATEGIES LLC
Office #1: 840 Crescent Centre Dr. Suite 500, Franklin, TN 37067RIA
CRD#: 110826
FRANKLIN, TN
Current
May 11, 2010 - Present
NYLIFE SECURITIES LLC
Office #1: 3401 Mallory Lane Suite 400, Franklin, TN 37067BD
CRD#: 5167
Franklin, TN
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".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/6/2017)
RR
Arizona(5/10/2021)
RR
California(8/19/2019)
RR
Colorado(2/5/2024)
RR
District of Columbia(1/19/2024)
RR
Florida(2/12/2020)
RR
Georgia(7/8/2014)
RR
Illinois(5/7/2019)
RR
Indiana(1/19/2017)
RR
Iowa(11/5/2024)
RR
Kansas(1/9/2025)
RR
Kentucky(7/8/2014)
RR
Louisiana(9/14/2022)
RR
Michigan(11/15/2022)
RR
Missouri(10/5/2017)
RR
Montana(11/1/2024)
RR
Nebraska(4/9/2021)
RR
Nevada(1/6/2025)
RR
New Hampshire(6/26/2023)
RR
New Jersey(10/3/2022)
RR
New York(8/12/2014)
RR
North Carolina(11/17/2016)
RR
Ohio(3/4/2016)
RR
Oregon(6/5/2023)
RR
Pennsylvania(1/9/2023)
RR
South Carolina(7/27/2020)
RR
Tennessee(7/12/2010)
IAR
Tennessee(7/2/2014)
RR
Texas(10/25/2019)
IAR
Texas(11/22/2019)
RR
Virginia(10/10/2017)
RR
Washington(9/6/2024)
RR
Wisconsin(9/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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.
