Michael Patrick Burke
Investment adviser representative at Alta Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
$664.6MFirm assets
8 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
11 years in the industry.
- Alta Wealth Advisors LLCFeb 2026 to now
- LPL Financial LLCFeb 2026 to now
- Massmutual Life Insurance CoApr 2024 to Feb 2026
- Baystate FinancialJul 2023 to Feb 2026
- MML Investors Services, LLCJul 2023 to Feb 2026
- Baystate FinancialJun 2022 to Aug 2022
- MML Investors Services, LLCMay 2022 to Nov 2022
- Varsity MoversJun 2021 to Jun 2023
- Pw Ryan CompanyJul 2020 to Jan 2021
- Upcycle Inc.Mar 2020 to Aug 2021
- Umass AmherstSep 2019 to May 2023
- HbiJun 2016 to Aug 2018
- Charles River AutomotiveJun 2015 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Alta Wealth Advisors LLC
$664.6MAssets managed
779Clients
12Advisers
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
- 7562885
- Firm CRD
- 293675