Robert G Burke
Investment adviser representative at Commonwealth Financial Network
26 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Commonwealth Financial NetworkAug 2021 to now
- Savvi Financial LLCJan 2020 to Jun 2021
- E*trade Capital Management LLCFeb 2019 to Dec 2019
- E*trade Securities LLCFeb 2019 to Dec 2019
- Stancorp Equities, Inc.Aug 2001 to Dec 2018
- Stancorp Investment Advisers, Inc.Dec 2000 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2229301
- Firm CRD
- 8032