KB
KB

Kathy Burke

44 Years of Experience
Tampa, FL
Broker

Kathy Burke is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Contact

KB
Kathy Burke

Location

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kathy is a sole proprietor/owner of rental property in New Middletown, Ohio, since November 2020. She dedicates minimal time to property management after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
April 1991 - June 2008 · 17 yrs 2 mos
Citigroup Global Markets INC.Broker
September 1987 - June 2008 · 20 yrs 9 mos
Painewebber IncorporatedBroker
April 1986 - September 1987 · 1 yr 5 mos
Drexel Burnham Lambert IncorporatedBroker
December 1982 - March 1986 · 3 yrs 3 mos
Dean Witter Reynolds INC.Broker
September 1981 - March 1983 · 1 yr 6 mos
State Registrations26 states
CACOFLGAIAILINKSLAMAMDMEMIMONCNJNVNYOHORSCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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Kathy Burke
Kathy Burke - Financial Advisor | TrueAdvisor