Karl E Burke

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 04/2022 → 01/2025
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2018 → 04/2022
  Acquis Business Intelligence (Acquis Bi)
  Campbell, CA
• 01/2015 → 07/2018
  West Valley College
  Saratoga, CA
• 06/2017 → 04/2018
  Heritage Bank Of Commerce
  Los Gatos, CA
• 01/2016 → 12/2016
  Acquis Inc
  Los Gatos, CA
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Napa, CA
• 01/2025 → 07/2025
  Sole Proprietorship
  Windsor, CA
• 09/2025 → Present
  Bank Of America, N.A.
  Napa, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-26
• S63 Uniform Securities Agent State Law Examination
  2022-07-26

Other Names

• Karl E Burke
• Karl Burke
• Karl Edward Burke