Inactive

Michael J Burke

Wealthspire Advisors

Claim This Profile

Current Employers

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-01-20

MD RA
APPROVED

Since 2026-01-20

Branch Locations

12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
York, Burke & Lee, Cpas	Gaithersburg	MD	10/1971	Present
Tricapital Advisors Inc.	N. Bethesda	MD	05/2000	01/2017
Wealthspire Advisors	Potomac	MD	02/2017	Present

10/1971 → Present

York, Burke & Lee, Cpas

Gaithersburg, MD
05/2000 → 01/2017

Tricapital Advisors Inc.

N. Bethesda, MD
02/2017 → Present

Wealthspire Advisors

Potomac, MD

Previous Registrations

2017-03-10 → 2020-12-31

Wealthspire Advisors

Potomac, MD
2000-06-08 → 2017-02-07

Tricapital Advisors Inc

N. Bethesda, MD

Other Businesses

DIRECTOR AND CHAIRMAN, CAPITAL BANK, 1 CHURCH STREET, ROCKVILLE, MD (COMMUNITY BANK)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-03-06

S65 Uniform Investment Adviser Law Examination

2000-03-06

View on SEC IAPD

Other Firms

MERITIS WEALTH MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

GARY RICHARD SOBELMAN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

MORGAN STANLEY · POTOMAC, MD

PATHSTONE · Potomac, MD

More in Potomac, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor