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Kathleen Anne Burke

Clear Street LLC

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About Kathleen Anne Burke

Kathleen Anne Burke is a registered representative with Clear Street LLC, located in New York, NY. Kathleen has been in the financial services industry since October 20, 2009. Prior to joining Clear Street LLC, Kathleen was a registered representative with ITG INC. and Shelby Cullom Davis & Co., L.P. Kathleen is licensed to sell securities in New York. Kathleen is also a Series 63, SIE, Series 7, and Series 99 licensed professional.

Firm Information

Kathleen Burke is currently registered with Clear Street LLC. Clear Street LLC is a Limited Liability Company formed in December 2016. The firm is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia. They are also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

149

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kathleen Burke’s Registration & Firm History

NY

05/15/2019 - Present

Clear Street LLC (NEW YORK NY)

NY

09/16/2013 - 03/20/2019

ITG INC. (NEW YORK NY)

NY

10/25/1993 - 11/13/1997

SHELBY CULLOM DAVIS & CO., L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/16/2013

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kathleen Anne Burke.
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