MB
MB

Mark Burke

19 Years of Experience
Macon, GA
Broker

Mark Burke is a registered investment advisor at Morgan Stanley, based in Macon, GA, with 19 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

6055 Lakeside Commons Drive, Suite 450, Macon, GA, 31210

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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

Mark is a pipe organist at St. Vincent de Paul Catholic Church and an employee at Holy Trinity Catholic Church. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Morgan StanleyBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Oppenheimer & CO. INC.
March 2009 - August 2016 · 7 yrs 5 mos
Oppenheimer & CO. INC.Broker
March 2009 - August 2016 · 7 yrs 5 mos
Stanford Group Company
June 2006 - March 2009 · 2 yrs 9 mos
Stanford Group CompanyBroker
May 2006 - March 2009 · 2 yrs 10 mos
State Registrations43 states
AKALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMIMNMOMSMTNCNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.