Cynthia Burke
Cynthia Burke is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Oxnard, CA, with 31 years of industry experience. Cynthia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
1000 Town Center Dr., Suite 450, Oxnard, CA, 93030
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations16 states
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
More Advisors
- Robert Dalie, CFPStifel, Nicolaus & Company, Incorporated
- Brian WerdesheimStifel, Nicolaus & Company, Incorporated
- Jeffrey WerdesheimStifel, Nicolaus & Company, Incorporated
- Qiu Yang, CFPStifel, Nicolaus & Company, Incorporated
- Anthony Russo, CFPStifel, Nicolaus & Company, Incorporated
- Fikry Lansing, CFA, CFPMomentum Independent Network INC.