JB
JB

John Burke

7 Years of Experience
New York, NY
Broker

John Burke is a registered investment advisor at Cohen & Steers Capital Management INC., based in New York, NY, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 166 clients with $81B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
166 clients
Average Client Portfolio
$487.9M average
Assets Under Management
$81.0B

Fee Structure

Investment management only (planning not offered)

Cohen & Steers manages investments for institutional separate accounts, charging fees based on a percentage of the assets in each client's portfolio. In some cases, they may also receive a performance-based fee. The specific fees are negotiated with each client and can vary from the standard fees listed in the brochure. Cohen & Steers also provides investment advisory services to separately managed account programs, receiving a portion of the fee charged to participants by the program sponsor.

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Location

1166 Avenue of the Americas, 30th Floor, New York, NY, 10036

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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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Employment History
Current Registrations
Cohen & Steers Capital Management INC.
October 2021 - Present · 4 yrs 6 mos
Cohen & Steers Securities, LLC
October 2021 - Present · 4 yrs 6 mos
Cohen & Steers Securities, LLCBroker
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
Alliancebernstein L.P.
November 2019 - October 2021 · 1 yr 11 mos
Alliancebernstein Investments, INC.Broker
November 2019 - October 2021 · 1 yr 11 mos
Nuveen Asset Management, LLC
October 2018 - November 2019 · 1 yr 1 mo
Nuveen Securities, LLCBroker
August 2018 - November 2019 · 1 yr 3 mos
Amherst PierpontBroker
January 2017 - June 2017 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
John Burke - Financial Advisor | TrueAdvisor