Nathan J. Burke

SYNTEGRA PRIVATE WEALTH GROUP LLC

Chesterfield, MO 63017

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CRD#: 6803999

Professional summary

Nathan John Burke, who also goes by Nathan Burke, is a registered financial advisor currently at SYNTEGRA PRIVATE WEALTH GROUP LLC located in Chesterfield, Missouri.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Nathan has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan 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 AGENT, NOT INVESTMENT-RELATED, ADDRESS SAME AS MAIN ADDRESS, POSITION: INSURANCE AGENT, START DATE-7/17/20. SPEND 0 HOURS PER MONTH ON THIS ACTIVITY. 2. Name of business - Osaic Wealth, Inc., Investment related-Yes, Address - 18700 N Hayden Rd, Ste 225, Scottsdale, AZ 85255, Nature of Business: Investment, Position: Client Service Specialist, Start date with Business - 06/17/2024, Hours worked per month - 160, Hours worked during security trading hours per month - 60.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan John 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

June 23, 2023 - Present

SYNTEGRA PRIVATE WEALTH GROUP LLC

Office #1: 14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017

RIA

CRD#: 323180

Chesterfield, MO

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".

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA

Registered Investment Advisory firm - (9/30/2022 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

Missouri
(6/23/2023)

IAR

Texas
(6/23/2023)

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

IAR

Series 65

Date: 6/13/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/8/2023

Securities Industry Essentials Examination

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

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Contact information

Main Address

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017

Mailing Address

Phone number

(314) 802-7232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYNTEGRA PRIVATE WEALTH GROUP LLC ADV BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	4,266
AUM (Assets Under Management)	$ 1,191,046,490

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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Nathan J. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SYNTEGRA PRIVATE WEALTH GROUP LLC

Primary Firm SEC Registration

SYNTEGRA PRIVATE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2023

SIE

Date: 4/8/2023

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNTEGRA PRIVATE WEALTH GROUP LLC

TRUST BUT VERIFY

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