Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard F. Burke is an investment advisor representative registered with SCS Capital Management LLC. Gerard has been in the industry since May 2010, and has experience working with a variety of clients, including high-net-worth individuals, pooled investment vehicles, and charitable organizations. Gerard holds the Series 31, SIE, Series 7 and Series 6 licenses and is a Certified Financial Planner. Gerard previously worked at NATIXIS DISTRIBUTION, L.P. and Spruce.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
03/20/2024 - Present
SCS Capital Management LLC (BOSTON MA)
MA
05/10/2010 - 12/11/2020
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
BC
Issued 06/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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