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Katherine Duffy Burke

FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, Massachusetts
Series 7, Series 63CFAClean record13 years registeredFIDUCIARY TRUST INTERNATIONAL, LLC
55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 5322910Firm CRD# 124062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Duffy Burke · LINCOLN, MA
Registration
CRD #5322910 · FIDUCIARY TRUST INTERNATIONAL, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

FRANKLIN DISTRIBUTORS, LLC
Jul 2021 – present
FIDUCIARY TRUST INTERNATIONAL, LLC
Oct 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · October 15, 2012
Years registered · 13
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIDUCIARY TRUST INTERNATIONAL, LLC
CRD 124062 · SEC 801-62001
AUM
$6.3B
Regulatory assets under management
Employees
50
469 client accounts
Services offered by FIDUCIARY TRUST INTERNATIONAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FIDUCIARY TRUST INTERNATIONAL, LLC →
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05

Frequently Asked Questions

What services does Katherine Duffy Burke offer?
Katherine Duffy Burke specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LINCOLN, Massachusetts for a consultation.
What are Katherine Duffy Burke's credentials?
Katherine Duffy Burke holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Katherine Duffy Burke located?
Katherine Duffy Burke is based in LINCOLN, Massachusetts, working with FIDUCIARY TRUST INTERNATIONAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Katherine Duffy Burke charge for services?
Katherine Duffy Burke's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY TRUST INTERNATIONAL, LLC?
FIDUCIARY TRUST INTERNATIONAL, LLC has approximately 50 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIDUCIARY TRUST INTERNATIONAL, LLC

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CFA
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Douglas Matthew Cohen
LINCOLN, MA
Todd Adam Burchett
LINCOLN, MA
CFA
Katharine Marshall Huntington
LINCOLN, MA

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