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Alexander Evan Burke

SUSTAINABLE INVESTMENT SOLUTIONS, LLC·DEDHAM, Massachusetts
Series 65Clean record15 years registeredSUSTAINABLE INVESTMENT SOLUTIONS, LLC
990 WASHINGTON ST, DEDHAM, MA 02026CRD# 5914002Firm CRD# 111456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Evan Burke · DEDHAM, MA
Registration
CRD #5914002 · SUSTAINABLE INVESTMENT SOLUTIONS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL SOLUTIONS ASSOCIATES
Apr 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 19, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUSTAINABLE INVESTMENT SOLUTIONS, LLC
CRD 111456 · SEC 801-120911
AUM
$126M
Regulatory assets under management
Employees
1
154 client accounts
Services offered by SUSTAINABLE INVESTMENT SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUSTAINABLE INVESTMENT SOLUTIONS, LLC →
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05

Frequently Asked Questions

What services does Alexander Evan Burke offer?
Alexander Evan Burke specializes in Financial Planning, Investment Management. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Alexander Evan Burke's credentials?
Alexander Evan Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Evan Burke located?
Alexander Evan Burke is based in DEDHAM, Massachusetts, working with SUSTAINABLE INVESTMENT SOLUTIONS, LLC. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Alexander Evan Burke charge for services?
Alexander Evan Burke's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUSTAINABLE INVESTMENT SOLUTIONS, LLC?
SUSTAINABLE INVESTMENT SOLUTIONS, LLC has approximately 1 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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