Marykate Burkes
Investment adviser representative at Allegheny Financial Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.6BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Allegheny Financial GroupAug 2023 to now
- Allegheny InvestmentsDec 2021 to Aug 2023
- J.P. Morgan Securities LLCApr 2021 to Nov 2021
- JPMorgan Chase Bank, N.A.Apr 2021 to Nov 2021
- T.D. AmeritradeJun 2020 to Apr 2021
- UBS Financial ServicesApr 2019 to Apr 2020
- Gen-mark IncJun 2018 to Dec 2018
- WagJan 2018 to Apr 2019
- Depaul Telefund CenterOct 2017 to Jan 2018
- SonicJun 2017 to Aug 2017
- Cenci'sJun 2017 to Jul 2017
- Depaul UniversitySep 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Allegheny Financial Group
$5.6BAssets managed
3,971Clients
31Advisers
49 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
- 7098004
- Firm CRD
- 104690