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BRIAN W BURKE
CRD#: 2973367
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Investment Adviser
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Previous Broker
MONTIS FINANCIAL, LLCCRD#: 163986 230 THIRD AVENUE
WALTHAM, MA 02451
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2006 - 2011 (4 years)IAMONTIS FINANCIAL, LLC (CRD# 163986)2022 - Present (2 years)BMORGAN STANLEY (CRD# 149777)2011 - 2022 (11 years)BMERCER ALLIED COMPANY, L.P. (CRD# 37404)1997 - 2005 (7 years)IAMORGAN STANLEY SMITH BARNEY LLC (CRD# 149777)2011 - 2011 (<1 year)
License(s)

State Registrations

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Massachusetts 7/19/2022

Current Registration(s)
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MONTIS FINANCIAL, LLC (CRD#:163986)
230 THIRD AVENUE, WALTHAM, MA 02451
Registered with this firm since 7/19/2022

Previous Registration(s)
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04/29/2011 - 06/13/2022 MORGAN STANLEY (CRD#:149777) Wellesley, MA
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04/29/2011 - 12/31/2011 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) Wellesley, MA
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10/17/2006 - 05/03/2011 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) WELLESLEY HILLS, MA
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09/27/2006 - 05/03/2011 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) WELLESLEY HILLS, MA
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11/28/1997 - 03/04/2005 MERCER ALLIED COMPANY, L.P. (CRD#:37404) COHOES, NY
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Disclosures
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