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Kevin Michael Burke

Guggenheim Investments

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About Kevin Michael Burke

Kevin Michael Burke is an investment advisor representative for Guggenheim Investments. Kevin has been in the financial industry for 14 years. Kevin is registered to provide investment advice in Illinois. Previous employers include Guggenheim Funds Distributors, LLC and Credit Suisse First Boston LLC. Kevin holds Series 65, 66, 7, 86, 87 and SIE licenses.

Firm Information

Kevin Burke is currently registered with Guggenheim Investments. Guggenheim Investments is an investment advisor based in NEW YORK, NY. The firm manages approximately $11,255,391,581 in regulatory assets under management for 138 accounts. The firm provides investment advice to investment companies and pooled investment vehicles.
Guggenheim Investments

330 MADISON AVENUE

NEW YORK, NY 10017

$11.26B

Assets Under Management

1

Total Clients

39

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Burke’s Registration & Firm History

IL

04/08/2021 - Present

Guggenheim Investments (Chicago IL)

IL

12/19/2013 - 08/18/2014

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)

NY

02/13/2002 - 02/25/2005

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/21/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2021

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2013

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/15/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Michael Burke.
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