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Brian Thomas Burkhart

Wealth Effects

Boston, MA

Glenview, IL

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Current Employers
Wealth Effects

265 Franklin Street Suite 1702, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-02-26
  • IL RA
    APPROVED
    Since 2024-02-26

Branch Locations

265 Franklin Street Suite 1702, Boston, MA 02110 • United States

Glenview, IL • 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
OrganizationCityStateFromTo
Managed Account Advisors Llc (142558) Jersey City NJ 12/2008 11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 12/2016 09/2018
Bank Of America, N.A. New York NY 02/2017 08/2018
Avenir Private Advisors, Llc Miami FL 08/2018 09/2019
Bridgeway Wealth Partners, Llc New York NY 09/2019 10/2023
Wealth Effects Boston MA 10/2023 Present
  • 12/2008 → 11/2016
    Managed Account Advisors Llc (142558)
    Jersey City, NJ
  • 12/2016 → 09/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 02/2017 → 08/2018
    Bank Of America, N.A.
    New York, NY
  • 08/2018 → 09/2019
    Avenir Private Advisors, Llc
    Miami, FL
  • 09/2019 → 10/2023
    Bridgeway Wealth Partners, Llc
    New York, NY
  • 10/2023 → Present
    Wealth Effects
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
S63 Uniform Securities Agent State Law Examination 2017-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
  • S63 Uniform Securities Agent State Law Examination
    2017-03-15

View on SEC IAPD

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BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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