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AB

Adrienne Burke

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CRD#: 7425429
AB

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.

Adrienne Burke was a registered financial professional .

Adrienne is a previously registered financial professional and started their career in finance in 2021. Adrienne had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
yoga instructor - teach a few group classes per week at Chelsea Piers Fitness, New York, NY. This is not investment related and is a health club. I started working there in Sept. 1998. I teach approximately 20 hours/month - all outside of securities trading hours.

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

September 9, 2021 - December 31, 2022

PEOPLE'S UNITED ADVISORS, INC.

RIA
CRD#: 292454
New York, NY

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.

Exams


Current Firm


PU
PEOPLE'S UNITED ADVISORS, INC.
GERSTEIN FISHER | PEOPLE'S UNITED ADVISORS, INC. | OLSON MOBECK INVESTMENT ADVISORS | GERSTEIN FISHER ASSET MANAGEMENT

CRD#: 292454 / SEC#: 801-112648

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Contact information


Main Address
1100 North Market Street, Wilmington, DE 19801
Mailing Address
Phone number
(646) 971-2505
Established
Firm type
Fiscal year end
# of Employees
53

Documents


Latest Form ADV

Part 2 Brochures

PUA FORM ADV PART 2A (3/28/2024)

Regulatory assets under management


Total Number of Accounts2,076
AUM (Assets Under Management)$ 845,211,011

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.

Company Information


PEOPLE'S UNITED ADVISORS, INC.

CRD#: 292454

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