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Steven A. Burke

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CRD#: 6250389
SB

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.

Steven Andrew Burke, CFA was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 2013. Steven had worked at 3 firms and has passed the Series 65, Series 50 and Series 54 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
NAME: ZIMMZANG, LLC INVESTMENT RELATED: NO ADDRESS: 1143 BROCK MCVERY DR. #150, LEXINGTON KY 40509. NATURE: E-COMMERCE TITLE: CO-OWNER RELATIONSHIP START DATE: 04/2009 HOURS/MONTH DEVOTED: TWO HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 DUTIES: ADVISE COMPANY MANAGEMENT NAME: MARJAC CAPITAL PARTNERS, LP INVESTMENT RELATED: NO ADDRESS: 1143 BROCK MCVERY DR. #150, LEXINGTON KY 40509. NATURE: PASSIVE PARTNERSHIP FOR HOLDING INTEREST ONLY IN FAMILY OWNED BUSINESS. TITLE: GENERAL PARTNER & LIMITED PARTNER RELATIONSHIP START DATE: 07/2008 HOURS/MONTH DEVOTED: LESS THAN ONE HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 DUTIES: BASIC ANNUAL MAINTENANCE OF PARTNERSHIP.

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®
CFA

Experience


Past

April 25, 2017 - December 31, 2023

HARDING AVENUE CAPITAL

RIA
CRD#: 287899
FENTON, MI
Past

November 19, 2015 - September 7, 2016

TAYMOR CAPITAL, LLC

RIA
CRD#: 281265
Lexington, KY
Past

September 23, 2013 - October 21, 2015

MARJAC CAPITAL MANAGEMENT, LLC

RIA
CRD#: 143459
LEXINGTON, KY

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: 9/23/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 50
Date: 10/16/2017
Municipal Advisor Representative Qualification Exam
Principal/Supervisory Exam

Current Firm


HA
HARDING AVENUE CAPITAL
HARDING AVENUE CAPITAL | HARDING AVENUE CAPITAL, LLC

CRD#: 287899 / SEC#:

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Contact information


Main Address
Fenton, MI
Mailing Address
Phone number
(804) 986-1419
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 2,319,677

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


HARDING AVENUE CAPITAL

CRD#: 287899

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