Geoffrey Charles Burke

Employer firm

Northwest Asset Management CRD 147923

$4.13B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• TAX PREPARATION

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

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

Current Employers

Employment History

• 06/2009 → 12/2019
  Morgan Stanley Smith Barney Llc
  Portland, OR
• 01/2015 → 12/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2019 → Present
  Northwest Asset Management
  Mercer Island, WA

Previous Registrations

• 2009-06-01 → 2019-12-11
  Morgan Stanley
  Chicago, IL
  Seattle, WA
  Portland, OR
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chicago, IL
• 2007-02-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Chicago, IL
• 2006-09-20 → 2007-02-21
  William Blair
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1.Mosier llc; Investment related: Yes; Hood River, OR; farm ownership; owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2015; During business hours: 0; After business hours: 1; This business is a farm and a winery.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1995-04-12