Matthew Burke
Investment adviser representative at Delta Investment Management, LLC
20 yearsExperience
1 stateRegistered in
$856.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Delta Investment Management, LLCDec 2025 to now
- Northstar Financial & Retirement Planning, LLCDec 2025 to now
- JP Morgan ChaseJul 2025 to Oct 2025
- UnemployedFeb 2025 to Jun 2025
- Kestra Investment Services LLCAug 2024 to Jan 2025
- Bergenn Financial GroupMay 2024 to Jan 2025
- Karton LogisticsMay 2023 to May 2024
- Dick's Sporting GoodsFeb 2023 to May 2023
- UnemployedDec 2019 to Jan 2023
- Cold Stone CreameryJul 2019 to Nov 2019
- Richter Park Golf CourseMay 2017 to Nov 2017
- Full Time StudentSep 2005 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
Delta Investment Management, LLC
$856.7MAssets managed
1,099Clients
26Advisers
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
- 7967200
- Firm CRD
- 149596