Christopher J. Burke

AZIMUTH CAPITAL MANAGEMENT

Bloomfield Hills, MI 48304

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CRD#: 5973546

Professional summary

Christopher John Burke II, AIF®, CFP®, who also goes by Christopher J Burke, Christopher J Burke II, Christopher John Burke, is a registered financial advisor currently at AZIMUTH CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christopher has worked at 4 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher J Burke | Christopher J Burke Ii | Christopher John 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.

1) LoVasco Consulting Group; One Woodward Avenue, Suite 1500, Detroit, MI 48226; 02/13/2017; Vice President - Retirement Planning; Service and sale of retirement plans, provide education and investment consulting; Investment Related; 200 hours/month; 180 hours/month during business hours; Expense Reimbursement, Commissions, Fee income. 2) Detroit Society for Human Resource Management (SHRM); P.O. Box 99463, Troy, MI 48099; 01/04/2021; Board Member; Attend board meetings and make sure vendors (resource partners) are getting what they desire from their membership; Not Investment Related; 10 hours/month; 0 hours/month during business hours; No Compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Burke II'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

August 18, 2023 - Present

AZIMUTH CAPITAL MANAGEMENT

Office #1: 200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304

RIA

CRD#: 319062

Bloomfield Hills, MI

Past

March 31, 2017 - August 9, 2023

M HOLDINGS SECURITIES, INC.

CRD#: 43285

DETROIT, MI

Past

March 14, 2017 - August 9, 2023

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

DETROIT, MI

Past

June 4, 2014 - February 14, 2017

MAINSTAY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109528

GRAND BLANC, MI

Past

November 9, 2011 - May 16, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DEARBORN, MI

Past

October 10, 2011 - May 16, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DEARBORN, MI

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".

AZIMUTH CAPITAL MANAGEMENT

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062 / SEC#: 801-123448

RIA

Registered Investment Advisory firm - (3/14/2022 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

Michigan
(8/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/15/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/4/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/31/2017

General Securities Representative Examination

Current Firm

AZIMUTH CAPITAL MANAGEMENT

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062 / SEC#: 801-123448

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

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Contact information

Main Address

200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 433-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,566
AUM (Assets Under Management)	$ 3,826,396,548

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.

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Firm Stability Insights

Christopher J. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Burke II's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

MAINSTAY CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AZIMUTH CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 5/15/2017

Series 66

Date: 11/4/2011

SIE

Date: 10/1/2018

Series 7

Date: 3/31/2017

Current Firm

AZIMUTH CAPITAL MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AZIMUTH CAPITAL MANAGEMENT

TRUST BUT VERIFY

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