Richard J 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

• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2023 → 01/2026
  Lenox Advisors
  New York, NY
• 07/2021 → 04/2023
  Farnsworth Fine Cannabis Company
  Great Barrington, MA
• 05/2018 → 01/2022
  Marist College
  Poughkeepsie, NY
• 04/2021 → 07/2021
  Rossi & Sons Rosticceria, Llc
  Poughkeepsie, NY
• 09/2020 → 01/2021
  Savona's Trattoria & Bar
  Poughkeepsie, NY
• 06/2020 → 08/2020
  Lehigh Lawns & Landscaping Inc.
  Wappingers Falls, NY
• 06/2018 → 09/2019
  Landmark New Group
  Wappingers Falls, NY
• 06/2017 → 01/2018
  Shoprite
  Poughkeepsie, NY
• 04/2023 → 05/2023
  Unemployed
  Poughkeepsie, NY
• 09/2014 → 06/2018
  Our Lady Of Lourdes High School
  Poughkeepsie, NY
• 08/2018 → 01/2023
  Marist College
  Poughkeepsie, NY
• 03/2026 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-08

Other Names

• Richard James Burke
• Richard J Burke