Unclaimed Profile

Thomas Andrew Burke

SYNTEGRA PRIVATE WEALTH GROUP LLC·CHESTERFIELD, Missouri

SIE, Series 7, Series 24, Series 63CFP ChFCClean record28 years registeredSYNTEGRA PRIVATE WEALTH GROUP LLC

14567 N OUTER 40 RD, CHESTERFIELD, MO 63017CRD# 2274702Firm CRD# 323180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Andrew Burke · CHESTERFIELD, MO

Registration

CRD #2274702 · SYNTEGRA PRIVATE WEALTH GROUP LLC · 28 years registered

Brand Profile

Not yet started

Career History

SYNTEGRA PRIVATE WEALTH GROUP LLC

Nov 2022 – present

ARBOR POINT ADVISORS

Jan 2019 – Dec 2022

STE 225, MO

AMERIPRISE FINANCIAL SERVICES, INC.

Dec 1997 – Jan 2019

ST PETERS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · December 19, 1997

Years registered · 28

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD 323180 · SEC 801-126688

AUM

$1.0B

Regulatory assets under management

Employees

4,195 client accounts

Services offered by SYNTEGRA PRIVATE WEALTH GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SYNTEGRA PRIVATE WEALTH GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Andrew Burke offer?

Thomas Andrew Burke specializes in Financial Planning, Investment Management. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Thomas Andrew Burke's credentials?

Thomas Andrew Burke holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Andrew Burke located?

Thomas Andrew Burke is based in CHESTERFIELD, Missouri, working with SYNTEGRA PRIVATE WEALTH GROUP LLC. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Thomas Andrew Burke charge for services?

Thomas Andrew 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 SYNTEGRA PRIVATE WEALTH GROUP LLC?

SYNTEGRA PRIVATE WEALTH GROUP LLC has approximately 19 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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