Sean M. Burke

PINE VALLEY INVESTMENTS

Boynton Beach, FL

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CRD#: 6312937

Professional summary

Sean Michael Burke, who also goes by Sean Burke, is a registered financial advisor currently at PINE VALLEY INVESTMENTS located in Boynton Beach, Florida.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sean has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Sean 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) Insurance; Investment-related; Delray Beach, FL; Position: Insurance Agent; Start 03/2019; Approximately 50 hours/month devoted to this business with all hours/month devoted during securities trading hours. 2) Transparent Financial LLC; Investment-related; Boynton Beach, FL; Entity to accept payments of advisory fees; Authorized Member; Start 01/2026; Less than 2 hours/month spent on this.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael 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

August 26, 2026 - Present

PINE VALLEY INVESTMENTS

RIA

CRD#: 173995

Boynton Beach, FL

Past

March 2, 2026 - August 26, 2026

AEGIS WEALTH MANAGEMENT, INC.

RIA

CRD#: 301990

Boynton Beach, FL

Past

April 18, 2025 - February 19, 2026

RETIREMENT CAPITAL ADVISORS

RIA

CRD#: 324060

WEST PALM BEACH, FL

Past

September 9, 2021 - March 17, 2025

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Coconut Creek, FL

Past

February 11, 2019 - July 20, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOCA RATON, FL

Past

April 28, 2017 - July 16, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOCA RATON, FL

Past

December 15, 2015 - July 25, 2016

NOBLE CAPITAL MARKETS, INC.

CRD#: 15768

BOCA RATON, FL

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".

PINE VALLEY INVESTMENTS

MORAD, HARRY E | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | PINE VALLEY INVESTMENTS

CRD#: 173995 / SEC#: 801-80742

RIA

Registered Investment Advisory firm - (1/8/2015 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

Florida
(8/26/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 8/28/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 1/7/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 3/19/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 12/15/2015

General Securities Representative Examination

Current Firm

PINE VALLEY INVESTMENTS

MORAD, HARRY E | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | PINE VALLEY INVESTMENTS

CRD#: 173995 / SEC#: 801-80742

RIA

Registered Investment Advisory firm - (1/8/2015 Approved)

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Contact information

Main Address

10 E. Stow Rd. Suite 200, Marlton, NJ 08053

Mailing Address

Phone number

(856) 334-8260

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- PINE VALLEY INVESTMENTS (3/30/2026)

Regulatory assets under management

Total Number of Accounts	5,785
AUM (Assets Under Management)	$ 2,674,263,421

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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Advisor Monitoring

Firm Stability Insights

Sean M. Burke

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEGIS WEALTH MANAGEMENT, INC.

RETIREMENT CAPITAL ADVISORS

AE WEALTH MANAGEMENT, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

NOBLE CAPITAL MARKETS, INC.

Primary Firm SEC Registration

PINE VALLEY INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Passed: 8/28/2017

Series 63

Passed: 1/7/2016

Series 7TO

Passed: 3/19/2024

SIE

Passed: 10/1/2018

Series 7

Passed: 12/15/2015

Current Firm

PINE VALLEY INVESTMENTS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINE VALLEY INVESTMENTS

TRUST BUT VERIFY

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