Antonio Montez Burkett
Investment adviser representative at Aspire Private Capital
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$509.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
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
10 years in the industry.
- Aspire Private CapitalNov 2018 to now
- LPL Financial LLCOct 2017 to Nov 2018
- Morton Malloy RealtySep 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
Aspire Private Capital
Legal name: Aspire Private Capital, LLC
$509.7MAssets managed
709Clients
8Advisers
8 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
- 6019453
- Firm CRD
- 154116