Richard J Burke
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Bank of America, N.A.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Lenox AdvisorsMay 2023 to Jan 2026
- UnemployedApr 2023 to May 2023
- Farnsworth Fine Cannabis CompanyJul 2021 to Apr 2023
- Rossi & Sons Rosticceria, LLCApr 2021 to Jul 2021
- Savona's Trattoria & BarSep 2020 to Jan 2021
- Lehigh Lawns & Landscaping Inc.Jun 2020 to Aug 2020
- Landmark New GroupJun 2018 to Sep 2019
- Marist CollegeMay 2018 to Jan 2023
- ShopriteJun 2017 to Jan 2018
- Our Lady of Lourdes High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7739527
- Firm CRD
- 7691