Louise
Burke

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5160276
Investment Advisor
in Washington, DC

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About this Advisor

Louise Burke is a financial advisor operating out of Washington, District Of Columbia with 8 years of industry experience. Burke is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Burke has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Irelands Four Courts and Bank Of America N.A. Burke maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in District Of Columbia, Texas and Virginia. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business based in New York, NY. It has offices in 3,372 locations and a total of 36,687 employees. It has $1 trillion in assets among its 2,864,234 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm offers a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1152 15Th St Nw
Washington, DC 20005

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

DC Average: $7,464,549,021
Total Number of Employees

36,687

DC Average: 88
Total Number of Accounts

2,864,234

DC Average: 3,892
Average Account Size

$381,844

DC Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Louise Burke Work History

Louise has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Bank Of America N.A

2013 - Present (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Irelands Four Courts

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Louise Burke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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West Jordan, UT
Andrew Pahl
Denver, CO
Thanh Le
Dallas, TX
Jonathan Cates
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Paul Michael Reyes
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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