Thomas
Burke
Novem Group
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About this Advisor
Thomas Burke is a financial advisor operating in Rochester, New York with 3 years of relevant experience. Burke is on the advisory team at Novem Group. Burke has gained experience at American Portfolios Financial Services, Inc, Apfs Wealth Management, Inc and Self. Burke maintains Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, New York, North Carolina, Pennsylvania, South Carolina, Texas and Utah. Novem Group is an advisory business operating out of Rochester, NY. It has offices in eight locations and a total of 57 advisors. It oversees $1 billion in assets across its 4,203 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 4,203 client accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. Novem Group provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically are based on which service is provided. However, fee types billed by Novem Group likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novem Group Brokerage Details
$1,072,749,714
57
4,203
$255,234
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Burke Work History
Thomas has been registered as a financial advisor for 3 years.*
Apfs Wealth Management, Inc
American Portfolios Financial Services, Inc
Self
*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 Thomas 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 Novem Group
Rochester, NY
Niagara Falls, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Grand Island, NE
Jupiter, FL
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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