RB
RB

Robert Burke

31 Years of Experience
Basking Ridge, NJ
Broker

Robert Burke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Basking Ridge, NJ, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

180 Mount Airy Road, Suite 208, Basking Ridge, NJ, 07920

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Robert is an advisor at Mendham Capital Management, an independent RIA, since 2013. This is a full-time role, with about a quarter of his time spent during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Mendham Capital Management, INC.
July 2008 - Present · 17 yrs 10 mos
Raymond James Financial Services, INC.Broker
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Raymond James Financial Services
April 2008 - January 2009 · 9 mos
Van Der Moolen Specialists USA, LLCBroker
September 1993 - May 2007 · 13 yrs 8 mos
State Registrations27 states
AZCACOCTDEFLGAIAILMAMDMENCNHNJNMNYOHPASCTNTXUTVAVTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.