GB
GB

Geoffrey Charles Burke

31 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

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Location

2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040

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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

Geoffrey owns a farm and winery in Hood River, OR, through Mosier LLC since 2015. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Northwest Asset Management
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - December 2019 · 10 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2019 · 10 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
William Blair & Company L.L.C.
September 2006 - February 2007 · 5 mos
William Blair & Company L.L.C.Broker
March 1995 - February 2007 · 11 yrs 11 mos
Robertson, Stephens & Company, L.P.Broker
September 1994 - March 1995 · 6 mos
State Registrations3 states
ILORTX
Advisor
Exams
No exam information available for this advisor.