Morgan Burke
Investment adviser representative at Prestige Wealthwide, LLC
11 yearsExperience
5 statesRegistered in
$198.5MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Prestige Wealthwide, LLCMar 2025 to now
- The Capital GrilleJun 2024 to Mar 2025
- Lone Peak AdvisersMar 2023 to Dec 2024
- FatfishNov 2020 to Dec 2023
- Orlando'sJun 2019 to Oct 2020
- Pace's Dairy AnnMar 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, ID, TX, UT).
Prestige Wealthwide, LLC
$198.5MAssets managed
187Clients
2Advisers
4 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
- 7712571
- Firm CRD
- 321789