William Francis 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

• 05/2005 → Present
  Raymond James Financial Services, Inc.
  Mendham, NJ
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Mendham, NJ
• 07/2014 → Present
  First Hope Bank
  Hope, NJ
• 04/2015 → 04/2020
  Communication Devices Inc.
  Boonton, NJ
• 03/2007 → Present
  Mendham Capital Management, Inc.
  Basking Ridge, NJ

Other Businesses

1) Name of Business: Address: 1 Beverly Road, Summit, NJ, 07901, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 09/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will serve as a board member for the private high school I attended. The board meets in the evening about 8 times per year. (2) Name of Business: First Hope Bank Address: 1301 Hope Bridgeville Road, Hope, NJ, 07844, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 07/31/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Will serve as director of privately held bank. (3) Name of Business: Mendham Capital Management Inc Address: 180 Mount Airy Rd Ste 208, Basking Ridge, NJ, 07920, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 11/19/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisor Representative

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant