Christopher
Burke

Corient

CRD#1149870
Investment Advisor
in Hobe Sound, FL

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About this Advisor

Christopher Burke is a financial advisor based in Hobe Sound, Florida, working with Corient. Christopher has previously held positions at Matrix Capital Advisors, LLC, Corient, Cipw Service Company, LLC, and Corient Services LLC. Christopher has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida, Illinois, and Texas. Currently, Christopher is part of Corient, which operates out of Hobe Sound, Florida. The firm has 39 offices and 845 employees. The firm manages assets totaling $118.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, 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, publication of newsletters, security rating services, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning 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, Publication of periodicals or newsletters, Security ratings or pricing services, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

Hobe Sound, FL

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Corient Brokerage Details

Total Assets Under Management

$118,191,936,095

FL Average: $1,855,561,029
Total Number of Employees

845

FL Average: 62
Total Number of Accounts

97,020

FL Average: 2,474
Average Account Size

$1,218,222

FL Average: $750,025

Investment Advisory Services

  • Financial planning 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
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Educational seminars/workshops

Christopher Burke Work History

2023 - Present (1 year)

Corient Services LLC

2022 - Present (2 years)

Corient

2022 - 2023 (1 year)

Cipw Service Company, LLC

2000 - 2023 (23 years)

Matrix Capital Advisors, LLC

Disclosures

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

Financial Advisors at Corient

Meredith Farber
New York, NY
Meagan O'Shaughnessy
Houston, TX
Jeremy Lam
Chicago, IL
Molly Carl
Chicago, IL
Bryan Blades
Wayne, PA
Gerald Korey
Morristown, NJ
Matthew Broom
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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