Brendan Cornelius Burke

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

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

• 05/2026 → Present
  Raymond James Financial Services, Inc.
  Ludlow, MA
• 05/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Ludlow, MA
• 03/2019 → 10/2025
  Touchstone Advisors Inc
  Cincinnati, OH
• 12/2013 → 10/2019
  Ifs Financial Services
  Cincinnati, OH
• 10/2019 → 10/2025
  Ifs Financial Services
  Cincinnati, OH
• 10/2025 → 05/2026
  Fred Alger & Company, Llc
  New York, NY
• 12/2013 → 10/2025
  Touchstone Securities, Inc.
  Cincinnati, OH

Previous Registrations

• 2019-03-12 → 2025-10-15
  Touchstone Advisors Inc
  Cincinnati, OH
  Northampton, MA
  South Hadley, MA

Other Businesses

(1)Name of Business: PV Financial Address: 535 East St, Ludlow, MA, 01056, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/19/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - Provide comprehensive financial planning and investment advisory services to individuals and families, including retirement planning, portfolio strategy, risk management, and wealth preservation. Maintain client relationships, assess financial goals, and recommend suitable strategies and financial products in accordance with regulatory and fiduciary standards.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-28
• S63 Uniform Securities Agent State Law Examination
  2014-01-24

Other Names

• Brendan C Burke