Stefan Austin Burke
Investment adviser representative at Vanderbilt Advisory Services
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
13 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Vanderbilt Advisory ServicesAug 2026 to now
- Vanderbilt Securities, LLCAug 2026 to now
- LPL Financial LLCApr 2022 to Aug 2026
- J.W. Cole Advisors, Inc.Jul 2020 to Mar 2022
- J.W. Cole Financial, Inc.Jun 2019 to Mar 2022
- PublixJun 2018 to Jun 2019
- UnemployedDec 2017 to Jun 2018
- Envigo, RmsOct 2017 to Dec 2017
- Celadon TruckingJun 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, NY).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 5981664
- Firm CRD
- 116537