Brian Burke is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
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Regulatory History (1)
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Criminal
May 1996Final Disposition
Employment History
Current Registrations
Morgan StanleyBroker
December 2020 - Present · 5 yrs 5 mos
Morgan Stanley
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2016 - December 2020 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - December 2020 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - May 2016 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - May 2016 · 4 yrs 2 mos
State Registrations29 states
CACOCTDCDEFLGAILMAMDMENCNHNJNVNYOHOKPARISCSDTNTXUTVAVTWAWY
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.