Thomas Burke
Thomas Burke is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rochelle Park, NJ, with 39 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 West Passaic Street, Suite 301, Rochelle Park, NJ, 07662
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Thomas is involved in several business activities, including a CPA firm (Burke Grbelja & Symeonides LLC), where he spends nearly full-time hours, and as a staff accountant for Carlos' Bakery, taking about 10-20% of his time. He also manages Burke Brothers Trucking LLC and BGS Realty LLC, and operates BGS Capital Management LLC as a DBA for his investment business, while also functioning as a notary public.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
State Registrations2 states
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