Skip to content

Terrence Michael Burke

Investment adviser representative at Rothschild Financial Partners, LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business

Are you Terrence Michael Burke? Claim your profile

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.

  1. Rothschild Financial Partners, LLCSep 2026 to now
  2. Trader Wealth ManagementNov 2015 to Sep 2026

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

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

Rothschild Financial Partners, LLC

$0Assets managed
0Clients
6Advisers
Under 1 yearIn 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
6640216
Firm CRD
342696
Advisor's SEC record (opens in a new tab)
CallContact this firm