Marykate Burkes

Employer firm

Allegheny Financial Group CRD 104690

$5.59B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2017 → 08/2017
  Sonic
  Wexford, PA
• 06/2017 → 07/2017
  Cenci's
  Wexford, PA
• 10/2017 → 01/2018
  Depaul Telefund Center
  Chicago, IL
• 01/2018 → 04/2019
  Wag
  Chicago, IL
• 06/2018 → 12/2018
  Gen-Mark Inc
  Wexford, PA
• 04/2019 → 04/2020
  Ubs Financial Services
  Chicago, IL
• 06/2020 → 04/2021
  T.D. Ameritrade
  Wexford, PA
• 09/2016 → 06/2020
  Depaul University
  Chicago, IL
• 04/2021 → 11/2021
  J.P. Morgan Securities Llc
  Philadelphia, PA
• 04/2021 → 11/2021
  Jpmorgan Chase Bank, N.A.
  Philadelphia, PA
• 12/2021 → 08/2023
  Allegheny Investments
  Pittsburgh, PA
• 08/2023 → 01/2026
  Allegheny Financial Group
  Pittsburgh, PA
• 01/2026 → Present
  Allegheny Financial Group
  Pittsburgh, PA

Previous Registrations

• 2022-02-04 → 2024-12-31
  Allegheny Investments
  Pittsburgh, PA
  Pittsburgh, PA
  New Castle, PA
  Pittsburgh, PA
• 2021-05-17 → 2021-11-27
  J.P. Morgan Securities Llc
  Philadelphia, PA
• 2020-09-03 → 2021-04-06
  Td Ameritrade, Inc.
  San Diego, CA
  San Diego, CA
  Wexford, PA
• 2020-09-03 → 2021-04-06
  Td Ameritrade Investment Management, Llc
  Wexford, PA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-01

Designations

• Certified Financial Planner

Other Names

• Mary K Tobin
• Marykate Burkes
• Marykate Tobin
• Marykate Tobin