Christopher John Burke

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-08-28
FL	RA	APPROVED	2023-06-06
TX	RA	APPROVED_RES	2023-02-27

IL RA
APPROVED

Since 2023-08-28
FL RA
APPROVED

Since 2023-06-06
TX RA
APPROVED_RES

Since 2023-02-27

Branch Locations

Hobe Sound, FL • United States

540 W. Madison Street Suite 1900, Chicago, IL 60661 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Matrix Capital Advisors, Llc	Chicago	IL	10/2000	03/2023
Corient	Hobe Sound	FL	10/2022	Present
Cipw Service Company, Llc	Toronto		01/2022	07/2023
Corient Services Llc	Miami	FL	07/2023	Present

10/2000 → 03/2023

Matrix Capital Advisors, Llc

Chicago, IL
10/2022 → Present

Corient

Hobe Sound, FL
01/2022 → 07/2023

Cipw Service Company, Llc

Toronto
07/2023 → Present

Corient Services Llc

Miami, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-24
S66	Uniform Combined State Law Examination	2001-01-29

S65 Uniform Investment Adviser Law Examination

2023-02-24
S66 Uniform Combined State Law Examination

2001-01-29

View on SEC IAPD