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Stuart Justin Burke

Investment adviser representative at Newedge Advisors
21 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 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
  • Pension consulting
  • Seminars and workshops

Experience

21 years in the industry.

  1. Newedge Advisors, LLC.Apr 2022 to now
  2. LPL Financial LLCAug 2021 to now
  3. Stuart Burke Investment Group, Inc. dba Stuart Burke RealtyFeb 2005 to now
  4. Ameriprise Financial Services, LLCSep 2020 to Jul 2021
  5. Not ApplicableAug 2020 to Aug 2020
  6. Contourmed, Inc.Sep 2019 to Jul 2020
  7. Johnson ControlsJul 2017 to Aug 2019
  8. Not ApplicableMay 2017 to Jun 2017
  9. Roi Medical, LLCMar 2010 to Apr 2017
  10. Wooten Group, LLCMar 2010 to Apr 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020
  • Series 63 · Uniform Securities Agent State Law2020

State registrations

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

Newedge Advisors

Legal name: Newedge Advisors, LLC

$43.2BAssets managed
49,898Clients
603Advisers
12 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
7292897
Firm CRD
171351
Advisor's SEC record (opens in a new tab)
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