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Michael Bourke

32 Years of Experience
Florham Park, NJ
3 DisclosuresBroker

Michael Bourke is a registered investment advisor at RBC Capital Markets, LLC, based in Florham Park, NJ, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

200 Park Avenue, 2nd Floor, Florham Park, NJ, 07932-1026

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2018
Denied
Customer Dispute
November 2001
Award / Judgment
Regulatory
April 1995
Final
Employment History
Current Registrations
RBC Capital Markets, LLC
October 2009 - Present · 16 yrs 9 mos
RBC Capital Markets, LLC
October 2009 - Present · 16 yrs 9 mos
RBC Capital Markets, LLCBroker
October 2009 - Present · 16 yrs 9 mos
Previous Registrations
J. B. Hanauer & CO.
July 2003 - October 2009 · 6 yrs 3 mos
J. B. Hanauer & CO.Broker
July 2002 - October 2009 · 7 yrs 3 mos
Golden Harris Capital Group, INC.Broker
October 1998 - July 2002 · 3 yrs 9 mos
R.D. White & CO., INC.Broker
July 1997 - November 1998 · 1 yr 4 mos
Sfi Investments, INC.Broker
November 1993 - December 1997 · 4 yrs 1 mo
State Registrations28 states
AZCACOCTDCFLGAILINMAMDMINCNENJNMNYOHORPARISCTNTXUTVAVTVirgin Islands
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.