Jeffrey Burke (CRD# 4849507) is an Investment Advisor Representative working at Compass Advisors in Melville, NY and has over 18 years of experience in the finance industry. Jeffrey Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Advisory Group Llc Dba Compass Advisors | Melville, NY | Mar 2019 - Current | 5 |
| Long Island Wealth Management, Inc. | Port Washington, NY | Oct 2014 - Mar 2019 | 4 |
| Blank Equity Management, LLC | Port Washington, NY | Dec 2015 - Feb 2019 | 3 |
| Fusion Analytics Securities LLC | New York, NY | Oct 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management517MILLIONS
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Total Number of Accounts1,014ACCOUNTS
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Average Account Value$509,395
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, NC, NJ, NY, TX
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