Paul Anthony Burke

Employer firm

Private Client Services, LLC CRD 120222

$1.38B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2010 → 12/2018
  Merck & Co., Inc
  Louisville, KY
• 01/2019 → 12/2019
  Merck & Co., Inc.
  Nashville, TN
• 01/2020 → 03/2023
  Merck & Co. Inc
  Louisville, KY
• 11/2022 → Present
  Private Client Services
  Louisville, KY

Other Businesses

Burke Financial Advisors - DBA. Investment-related. Nature of the business: financial advising. Position: owner. 50 hours/month, 35 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27

Other Names

• Paul Burke