DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FINANCIAL SOLUTIONS ASSOCIATES

SUSTAINABLE INVESTMENT SOLUTIONS, LLC, CRD 111456

DEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91c0befb-37e7-3e25-6da2-4bf3db006aa3

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
On other graphs: 0
Observed: Dec 23, 2011 to Mar 3, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $153MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $153MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $153Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 174
Individual clients: 109
High net worth clients: 65
Custody, client assets: $42.3M
SEC number: 801-120911
CRD: 111456
Filings on the tape: 12
First filed: Dec 23, 2011
Latest filed: Mar 3, 2026
Organised: Limited Liability Company, MA
Website: sustainableinvestmentsolutions.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALEXANDER EVAN BURKE	Certified Financial Planner	DEDHAM, MA	15	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALEXANDER E BURKE FAMILY TRUST	Member	E	yes	07/2023	Mar 22, 2024	Mar 22, 2024
BURKE, ALEXANDER, EVAN	Trustee	F	yes	07/2023	Mar 24, 2021	Mar 22, 2024
BURKE, ALEXANDER, EVAN	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	Na	yes	11/2012	Mar 24, 2021	Mar 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$153M	$153M	1	1	0	n/a	n/a
2024	Mar 5, 2025	$136M	$136M	1	1	0	n/a	n/a
2023	Mar 22, 2024	$126M	$126M	1	1	0	n/a	n/a
2022	Mar 22, 2023	$112M	$112M	1	1	0	n/a	n/a
2021	Mar 16, 2022	$131M	$131M	1	1	0	n/a	n/a
2011	Mar 1, 2012	$74.6M	$74.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$153M	$136M	12.4%	$112M	10.8%	1	1	0	0

Relationships

Registered with (1)

← ALEXANDER EVAN BURKEAdvisorregistration: current employment
Apr 25, 2011 to presentfactForm ADV

Controls (2)

← BURKE, ALEXANDER, EVANOwnerTRUSTEE, ownership code F, individual
Mar 24, 2021 to Mar 22, 2024factForm ADV
← ALEXANDER E BURKE FAMILY TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 22, 2024 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 24, 2021
First Form ADV filing
Financial Solutions Associates filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2021
Control person left
Stern Mark Podolsky (Chief Compliance Officer) no longer on Schedule A of Financial Solutions Associates (listed 2012-04-27, absent 2021-03-24)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2021
Control person left
Poole Candace Podolsky (Trustee) no longer on Schedule A of Financial Solutions Associates (listed 2012-04-27, absent 2021-03-24)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2021
Control person joined
Evan Alexander Burke (Managing Member And Chief Compliance Officer) appeared on Schedule A of Financial Solutions Associates
Form ADVobserved 5 days ago
Occurred
Dec 23, 2011
Succession filed (Item 4)
Financial Solutions Associates reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91c0befb-37e7-3e25-6da2-4bf3db006aa3
First observed: Dec 23, 2011
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FINANCIAL SOLUTIONS ASSOCIATES

SUSTAINABLE INVESTMENT SOLUTIONS, LLC, CRD 111456

DEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91c0befb-37e7-3e25-6da2-4bf3db006aa3

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALEXANDER EVAN BURKE

Certified Financial Planner

DEDHAM, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALEXANDER E BURKE FAMILY TRUST

Member

yes

07/2023

Mar 22, 2024

BURKE, ALEXANDER, EVAN

Trustee

yes

07/2023

Mar 24, 2021

Mar 22, 2024

BURKE, ALEXANDER, EVAN

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

11/2012

Mar 24, 2021

Mar 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$153M

n/a

2024

Mar 5, 2025

$136M

n/a

2023

Mar 22, 2024

$126M

n/a

2022

Mar 22, 2023

$112M

n/a

2021

Mar 16, 2022

$131M

n/a

2011

Mar 1, 2012

$74.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$153M

$136M

12.4%

$112M

10.8%