Edward Thomas Burke
Investment adviser representative at Winthrop Wealth
29 yearsExperience
2 statesRegistered in
CFADesignation
$3.1BFirm assets
Are you Edward Thomas Burke? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Winthrop WealthOct 2017 to now
- Winthrop Advisory Group, LLCMay 2017 to now
- LPL Financial LLCJun 1997 to Dec 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 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
- 2831897
- Firm CRD
- 288178