Sean M. Burke

RETIREMENT CAPITAL ADVISORS

West Palm Beach, FL 33409

Some features on this profile are disabled

CRD#: 6312937

Professional summary

Sean Michael Burke, who also goes by Sean Burke, is a registered financial advisor currently at RETIREMENT CAPITAL ADVISORS located in West Palm Beach, Florida.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sean has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael 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®

None

Experience

Current

April 18, 2025 - Present

RETIREMENT CAPITAL ADVISORS

Office #1: 2000 Palm Beach Lakes Blvd Suite 734, West Palm Beach, FL 33409

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

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
(4/18/2025)

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

IAR

Series 66

Date: 8/28/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/7/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/19/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2015

General Securities Representative Examination

Current Firm

RETIREMENT CAPITAL ADVISORS

RETIREMENT CAPITAL ADVISORS | RETIREMENT CAPITAL ADVISORS LLC

CRD#: 324060 / SEC#:

Florida

Registered Investment Advisory firm - (4/3/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2000 Palm Beach Lakes Blvd Suite 734, West Palm Beach, FL 33409

Mailing Address

Phone number

(561) 784-7910

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 7,356,395

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.

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sean M. Burke

Professional summary

Question & Answer

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

AE WEALTH MANAGEMENT, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

NOBLE CAPITAL MARKETS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2017

Series 63

Date: 1/7/2016

Series 7TO

Date: 3/19/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/15/2015

Current Firm

RETIREMENT CAPITAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT CAPITAL ADVISORS

TRUST BUT VERIFY

Similar Advisors