Gregory P Burke
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Bank of America, N.A.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to now
- Rockefeller Financial LLCJan 2021 to Jan 2022
- Cetera Investment Services LLCOct 2018 to Jan 2021
- Investors BankOct 2018 to Dec 2020
- Santander Bank NAJun 2017 to Oct 2018
- Santander Securities LLCJun 2017 to Oct 2018
- UnemployedDec 2016 to May 2017
- Kean University Genral Education Dept.May 2014 to Dec 2016
- Kean UniversityJun 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 6734630
- Firm CRD
- 7691