Kenneth
Burke

High Falls Advisors, Inc

CRD#4497437
Investment Advisor
in Rochester, NY

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About this Advisor

Kenneth Burke is a personal financial specialist based out of Rochester, New York who has 6 years of industry experience. Burke is an advisor for High Falls Advisors, Inc. Throughout their career, Burke has worked at Ken Burke International, Inc D/B/A Focal Point Coaching Of Ny and High Falls Advisors, Inc. Burke maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California and New York. High Falls Advisors, Inc is a financial advisory firm based out of Rochester, NY. It oversees $451 million in assets under management between its 1,640 client accounts, making it one of the larger firms in the country by assets under management. The firm advises four charities and foundations. Of its 1,640 accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types billed by High Falls Advisors, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

180 South Clinton Ave Suite 300
Rochester, NY 14604

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High Falls Advisors, Inc Brokerage Details

Total Assets Under Management

$451,421,521

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

17

NY Average: 88
Total Number of Accounts

1,640

NY Average: 3,892
Average Account Size

$275,257

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Kenneth Burke Work History

Kenneth has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

High Falls Advisors, Inc

2009 - 2014 (5 years)

Ken Burke International, Inc D/B/A Focal Point Coaching Of Ny

*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 Kenneth 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 High Falls Advisors, Inc

Deborah King
Rochester, NY
Robert Granish
Rochester, NY
Kenneth Burke
Rochester, NY
James Englert
Rochester, NY
Russell Mandrino
Rochester, NY
Robert Vay
Rochester, NY
Annrandyl Beach
Rochester, NY
Deborah Bastow
Rochester, NY

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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