Edward J. Burke

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CRD#: 701270

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.

Edward Joseph Burke was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1962. Edward had worked at 14 firms and has passed the Series 66, Series 63, PC, Series 5 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

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®

None

Experience

Past

July 15, 2013 - August 24, 2020

MARIN WEALTH ADVISORS LLC

RIA

CRD#: 123237

SAN RAFAEL, CA

Past

October 1, 2010 - June 26, 2013

MCCLURG CAPITAL CORPORATION

RIA

CRD#: 16798

SAN RAFAEL, CA

Past

October 1, 2010 - June 26, 2013

MCCLURG CAPITAL CORPORATION

CRD#: 16798

SAN RAFAEL, CA

Past

December 6, 2007 - October 26, 2010

HOWE BARNES CAPITAL MANAGEMENT, INC.

RIA

CRD#: 110715

CHICAGO, IL

Past

August 4, 2006 - October 26, 2010

HOWE BARNES HOEFER & ARNETT, INC.

CRD#: 2240

SAN FRANCISCO, CA

Past

December 20, 2000 - December 6, 2007

HOEFER & ARNETT CAPITAL MANAGEMENT, INC.

RIA

CRD#: 110561

SAN FRANCISCO, CA

Past

February 20, 1996 - August 4, 2006

HOEFER & ARNETT, INCORPORATED

CRD#: 10883

SAN FRANCISCO, CA

Past

January 31, 1980 - February 22, 1996

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 22, 1979 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

CRD#: 6361

Past

August 31, 1977 - September 7, 1979

SHUMAN, AGNEW & CO., INC.

CRD#: 7468

Past

July 12, 1974 - August 16, 1977

SHUMAN, AGNEW & CO., INC.

CRD#: 3404

Past

October 26, 1973 - July 14, 1974

ROBERTS, SCOTT & CO., INC.

CRD#: 720

Past

August 27, 1973 - November 19, 1973

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

CRD#: 640

Past

February 8, 1971 - November 15, 1973

MITCHUM, JONES & TEMPLETON INCORPORATED

CRD#: 584

Past

January 17, 1962 - March 1, 1972

MEYERSON & CO., INCORPORATED

CRD#: 574

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".

MARIN WEALTH ADVISORS LLC

HUNTER JR, ROBERT CHARLES | ROBERT HUNTER | ROBERT C. HUNTER | MARIN WEALTH ADVISORS LLC

CRD#: 123237 / SEC#: 801-113162

RIA

Registered Investment Advisory firm - (6/8/2018 Approved)

California

Registered Investment Advisory firm - (7/15/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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: 3/13/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/22/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PC

Date: 11/24/1981

AMEX Put and Call Exam

General Industry/Product Exam

Series 5

Date: 10/9/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 1

Date: 3/4/1957

Registered Representative Examination

Current Firm

MARIN WEALTH ADVISORS LLC

HUNTER JR, ROBERT CHARLES | ROBERT HUNTER | ROBERT C. HUNTER | MARIN WEALTH ADVISORS LLC

CRD#: 123237 / SEC#: 801-113162

RIA

Registered Investment Advisory firm - (6/8/2018 Approved)

California

Registered Investment Advisory firm - (7/15/2018 Terminated)

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Contact information

Main Address

371 Bel Marin Keys Blvd. Suite 135, Novato, CA 94949

Mailing Address

Phone number

(415) 458-5880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARIN WEALTH ADVISORS - ADV 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 356,959,178

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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Firm Stability Insights

Edward J. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MCCLURG CAPITAL CORPORATION

MCCLURG CAPITAL CORPORATION

HOWE BARNES CAPITAL MANAGEMENT, INC.

HOWE BARNES HOEFER & ARNETT, INC.

HOEFER & ARNETT CAPITAL MANAGEMENT, INC.

HOEFER & ARNETT, INCORPORATED

UBS FINANCIAL SERVICES INC.

BLYTH EASTMAN DILLON & CO. INCORPORATED

SHUMAN, AGNEW & CO., INC.

SHUMAN, AGNEW & CO., INC.

ROBERTS, SCOTT & CO., INC.

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

MITCHUM, JONES & TEMPLETON INCORPORATED

MEYERSON & CO., INCORPORATED

Primary Firm SEC Registration

MARIN WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/13/2002

Series 63

Date: 10/22/1986

PC

Date: 11/24/1981

Series 5

Date: 10/9/1981

Series 1

Date: 3/4/1957

Current Firm

MARIN WEALTH ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIN WEALTH ADVISORS LLC

TRUST BUT VERIFY

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