Richard Walter Burke

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → 03/2020
  State Farm Vp Management Corp.
  Miami, FL
• 12/2002 → 03/2020
  Richard Burke Insurance Agency
  Miami, FL
• 03/2020 → Present
  State Farm Vp Management Corp
  Coral Gables, FL
• 03/2020 → Present
  Richard Burke Insurance Agency
  Coral Gables, FL
• 11/2021 → Present
  State Farm Investment Management Corp
  Coral Gables, FL

Other Businesses

1) Richard Burke's Insurance Agency; Insurance Agency; Investment-related; 2350 Coral Way Ste 201 Coral Gables, FL 33145-3535; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2000; 80; 80; Service customers and supervise employees 2) Coral Way Plaza Condo Assoc; non-investment related; 2350 Coral Way Coral Gables FL 33145; Office Building Condo Owners Association. There is a total of six members and I was voted in as vice president/secretary; Officer; Board Member; Vice President; Secretary; 05/19/2021; 3; 3; Make deposits in the checking account, Pay bills/Co-Signor on checking account, Attend CWPCA meetings and have a voting rights on matters pertaining to the building. I do not vote on any insurance or investment related matters. 3) Phi Delta Theta Fraternity; non-investment related; 2 South Campus Avenue Oxford OH 45056; Membership/Civic/Fraternal Organization; Board Member; None; 07/01/2023; 2; 0; Volunteer as the chapter alumni relations advisor between parents, active students and alumni, Volunteer as Part of the Chapter Advisory Board at the University of South Florida. (Alumni Relations Adviser). 4) The Burke Family Living Trust (Personally Held Real Estate); Investment Related; 50089 Morton St Marathon, FL 33050; Investment or Commercial Property; Owner/Trustee; 06/19/2023; 4; 0; The family trust hold title to this personal real estate that we allow short term rentals. Managed by a property management company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-17

Other Names

• Rick Burke
• Richard Watter Burke