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Thomas Brennan Burke

OAK CIRCLE CAPITAL PARTNERS LLC·NEW YORK, New York
Clean recordOAK CIRCLE CAPITAL PARTNERS LLC
641 LEXINGTON AVENUE, SUITE 1432, NEW YORK, NY 10022CRD# 2741639Firm CRD# 164639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Brennan Burke · NEW YORK, NY
Registration
CRD #2741639 · OAK CIRCLE CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Brennan Burke is a registered financial advisor based in NEW YORK, New York, affiliated with OAK CIRCLE CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OAK CIRCLE CAPITAL PARTNERS LLC
OAK CIRCLE CAPITAL PARTNERS LLC
AUM
$897M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at OAK CIRCLE CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: MANAGER EQUITY PLAN
Regulatory
SEC/IARD CRD# 2741639
Firm CRD# 164639
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Brennan Burke offer?
Thomas Brennan Burke specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Thomas Brennan Burke's credentials?
Thomas Brennan Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Brennan Burke located?
Thomas Brennan Burke is based in NEW YORK, New York, working with OAK CIRCLE CAPITAL PARTNERS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Thomas Brennan Burke charge for services?
Thomas Brennan Burke's firm is compensated through percentage of aum, other: manager equity plan. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK CIRCLE CAPITAL PARTNERS LLC?
OAK CIRCLE CAPITAL PARTNERS LLC has approximately 11 employees and manages $897M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK CIRCLE CAPITAL PARTNERS LLC

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David Clarke Carroll
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David Oston
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George Bumeder
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