Maggie Denny Burke

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2017 → 11/2017
  Intersection
  New York, NY
• 11/2017 → 10/2021
  Pacific Investment Management Company Llc
  New York, NY
• 11/2017 → 10/2021
  Pimco Investments Llc
  New York, NY
• 01/2016 → 12/2016
  Johnson Lexus
  Durham, NY
• 10/2021 → 01/2025
  Charles Schwab & Co., Inc.
  Chapel Hill, NC
• 10/2021 → 01/2025
  Charles Schwab Bank, Ssb
  Chapel Hill, NC
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Raleigh, NC

Previous Registrations

• 2021-12-23 → 2025-01-15
  Charles Schwab & Co., Inc.
  Raleigh, NC
  Chapel Hill, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-12-23
• S63 Uniform Securities Agent State Law Examination
  2018-02-07

Other Names

• Maggie Denny
• Maggie Christine Denny