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BB

Brian J. Burke

BENTALLGREENOAK REAL ESTATE US
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 5746825
BB

Professional summary

Brian James Burke, who also goes by Brian Burke, is a registered financial professional currently at BENTALLGREENOAK REAL ESTATE US LLC located in Boston, Massachusetts.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2010. Brian has worked at 4 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brian 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) - BD

Click below to view Brian James 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®
None

Experience

Current

January 15, 2021 - Present

BENTALLGREENOAK REAL ESTATE US LLC

Office #1: 100 High Street 18th Floor, Boston, MA, 02110
BD
CRD#: 157909
BOSTON, MA
Past

January 4, 2017 - January 21, 2021

SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC

BD
CRD#: 170062
WELLESLEY HILLS, MA
Past

February 26, 2014 - December 9, 2016

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

February 17, 2010 - April 19, 2011

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(3/21/2023)
RR
Massachusetts
(11/2/2023)
RR
New York
(1/15/2021)
RR
Tennessee
(1/26/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/17/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/15/2015
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/26/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BR
BENTALLGREENOAK REAL ESTATE US LLC
BENTALLGREENOAK REAL ESTATE US LLC | GREENOAK REAL ESTATE US LLC

CRD#: 157909 / SEC#: , 8-68869

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
399 Park Avenue 18th Floor, New York, NY, 10022
Mailing Address
399 Park Avenue 18th Floor, New York, NY, 10022
Phone number
(212) 359-7800
Established
Delaware since 03/17/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BGO US REAL ESTATE LPMEMBER157034
CAMPBELL, MATTHEW GEORGE ANGUSMANAGING PARTNER,GENERAL COUNSEL AND CHIEF RISK OFFICER6279758
GROSSER, SHAWN DCHIEF COMPLIANCE OFFICER5328672
NIEHAUS, CHRISTOPHER JMANAGING PARTNER, HEAD OF U.S.2036937
PRICE, AMY GUNTHERCHIEF EXECUTIVE OFFICER2378816
ROSS, ELIZA ANNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER7315851

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

BENTALLGREENOAK REAL ESTATE US LLC

CRD#: 157909Boston, MA 02110

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