Michael Rourke Burke

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2016 → 09/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT
• 03/2016 → 09/2018
  Bank Of America, N.A.
  Fairfield, CT
• 10/2018 → 10/2023
  Lido Advisors, Llc
  Los Angeles, CA
• 11/2023 → 11/2025
  Professional Freelance Photographer
  Southbury, CT
• 12/2025 → Present
  Sanctuary Advisors Llc
  Southbury, CT

Previous Registrations

• 2018-10-08 → 2023-11-16
  Lido
  Redding, CT
  Los Angeles, CA
  Southbury, CT
• 2016-02-11 → 2018-10-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT
  Stamford, CT
• 2014-10-16 → 2016-01-15
  Eagle Strategies Llc
  Sleepy Hollow, NY
  New York, NY
• 2011-09-07 → 2014-10-16
  Ast Investment Services, Inc.
  Shelton, CT
• 2011-03-07 → 2011-09-06
  Nationwide Securities, Llc
  Stamford, CT
• 2007-06-26 → 2010-06-02
  Touchstone Advisors Inc
  Cincinnati, OH
• 2006-07-13 → 2007-06-29
  Msi Financial Services, Inc.
  Shelton, CT
  Shelton, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-26
• S63 Uniform Securities Agent State Law Examination
  2004-07-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Mike Burke
• Michael Burke