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Thomas Michael Burke

Investment adviser representative at Kovack Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$6.3BFirm assets
22 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Kovack Advisors, Inc.Jul 2022 to now
  2. Kovack Securities, Inc.Jul 2022 to now
  3. Securities America, IncMar 2022 to now
  4. Securities America AdvisorsMar 2022 to Jun 2022
  5. Lincoln Financial Advisors CorporationDec 2017 to Mar 2022
  6. Infinex Investments, Inc.Nov 2010 to Dec 2017
  7. South Shore BankNov 2010 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (MA).

Kovack Advisors, Inc.

$6.3BAssets managed
13,293Clients
258Advisers
22 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
5137927
Firm CRD
140808
Advisor's SEC record (opens in a new tab)
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