JB
John J. Burke
COHEN & STEERS CAPITAL MANAGEMENT
New York, NY 10036
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CRD#: 6521402
JB
Professional summary
John Joseph Burke, who also goes by John J Burke, is a registered financial advisor currently at COHEN & STEERS CAPITAL MANAGEMENT INC. located in New York, New York and COHEN & STEERS SECURITIES, LLC located in New York, New York.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. John has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John J 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.
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph 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®
NoneExperience
Current
October 29, 2021 - Present
COHEN & STEERS CAPITAL MANAGEMENT INC.
Office #1: 1166 Avenue Of The Americas 30th Floor, New York, NY 10036RIA
CRD#: 106266
New York, NY
Current
October 28, 2021 - Present
COHEN & STEERS SECURITIES, LLC
Office #1: 1166 Avenue Of The Americas 30th Floor, New York, NY 10036BD
CRD#: 29258
New York, NY
Past
November 20, 2019 - October 18, 2021
ALLIANCEBERNSTEIN L.P.
RIA
CRD#: 108477
Nashville, TN
Past
November 18, 2019 - October 18, 2021
ALLIANCEBERNSTEIN INVESTMENTS, INC.
BD
CRD#: 14549
Nashville, TN
Past
October 31, 2018 - November 11, 2019
NUVEEN ASSET MANAGEMENT, LLC
RIA
CRD#: 155584
CHICAGO, IL
Past
August 24, 2018 - November 11, 2019
NUVEEN SECURITIES, LLC
BD
CRD#: 469
CHICAGO, IL
Past
January 6, 2017 - June 14, 2017
SANTANDER US CAPITAL MARKETS LLC
BD
CRD#: 150696
NEW YORK, NY
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".
C&
COHEN & STEERS CAPITAL MANAGEMENT INC.
COHEN & STEERS | COHEN & STEERS CAPITAL MANAGEMENT, INC. | COHEN & STEERS CAPITAL MANAGEMENT INC.
CRD#: 106266 / SEC#: 801-27721
RIA
Registered Investment Advisory firm - (8/7/1986 Approved)New York
Registered Investment Advisory firm - (3/28/2003 Cancelled)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.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
Alabama(2/26/2025)
RR
Alaska(2/26/2025)
RR
Arizona(2/26/2025)
RR
Arkansas(10/28/2021)
RR
California(2/26/2025)
RR
Colorado(2/26/2025)
RR
Connecticut(2/26/2025)
RR
Delaware(2/26/2025)
RR
District of Columbia(2/26/2025)
RR
Florida(2/26/2025)
RR
Georgia(2/26/2025)
RR
Hawaii(2/26/2025)
RR
Idaho(2/26/2025)
RR
Illinois(10/28/2021)
RR
Indiana(2/26/2025)
RR
Iowa(10/28/2021)
RR
Kansas(10/28/2021)
RR
Kentucky(10/28/2021)
RR
Louisiana(2/26/2025)
RR
Maine(2/26/2025)
RR
Maryland(2/26/2025)
RR
Massachusetts(2/26/2025)
RR
Michigan(2/26/2025)
RR
Minnesota(10/28/2021)
RR
Mississippi(2/26/2025)
RR
Missouri(10/28/2021)
RR
Montana(2/26/2025)
RR
Nebraska(2/26/2025)
RR
Nevada(2/26/2025)
RR
New Hampshire(2/26/2025)
RR
New Jersey(2/26/2025)
RR
New Mexico(2/26/2025)
IAR
New York(10/29/2021)
RR
New York(2/26/2025)
RR
North Carolina(2/26/2025)
RR
North Dakota(8/14/2023)
RR
Ohio(2/27/2025)
RR
Oklahoma(2/26/2025)
RR
Oregon(2/26/2025)
RR
Pennsylvania(2/26/2025)
RR
Puerto Rico(2/26/2025)
RR
Rhode Island(2/26/2025)
RR
South Carolina(2/26/2025)
RR
South Dakota(8/14/2023)
RR
Tennessee(2/26/2025)
RR
Texas(2/26/2025)
RR
Utah(2/26/2025)
RR
Vermont(2/26/2025)
RR
Virgin Islands(2/26/2025)
RR
Virginia(2/26/2025)
RR
Washington(2/26/2025)
RR
West Virginia(2/26/2025)
RR
Wisconsin(10/28/2021)
RR
Wyoming(2/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
C&
COHEN & STEERS CAPITAL MANAGEMENT INC.
COHEN & STEERS | COHEN & STEERS CAPITAL MANAGEMENT, INC. | COHEN & STEERS CAPITAL MANAGEMENT INC.
CRD#: 106266 / SEC#: 801-27721
RIA
Registered Investment Advisory firm - (8/7/1986 Approved)New York
Registered Investment Advisory firm - (3/28/2003 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1166 Avenue Of The Americas 30th Floor, New York, NY 10036
Mailing Address
Phone number
(212) 832-3232
Established
Firm type
Fiscal year end
# of Employees
357
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 80,991,295,731 |
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.
