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RIA / WealthAdvisor10 years in industry

Patrick Mathias Burke

Advisor at 133 LEGACY

CAMPOBELLO, SC

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Search this name across graphsid dfx:ria:dc079157-761b-30cc-238c-b03ed416acf1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 11, 2017 to Sep 14, 2026

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

Current firm: 133 LEGACY
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Jul 10, 2017
First registration: Jul 11, 2017
Dual registered: no
Other names: Patrick Burke|Patrick Mathias Burke|Patrick Mathias Burke
IAPD individual key: 6783359

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
133 LEGACY	State registered	Jan 4, 2024	n/a	yes	CAMPOBELLO, SC	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Nov 3, 2021	Nov 8, 2022	no	CAMPOBELLO, SC\|GREENWOOD VILLAGE, CO\|Campobello, SC	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jul 12, 2021	Sep 20, 2021	no	GREENVILLE, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 11, 2017	Jun 2, 2021	no	JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMPOWER ADVISORY GROUP, LLC	133 LEGACY	Nov 8, 2022	Jan 4, 2024	422	Firm change after gap	Ibd to state RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	EMPOWER ADVISORY GROUP, LLC	Sep 20, 2021	Nov 3, 2021	44	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Jun 2, 2021	Jul 12, 2021	40	Firm change	Other

Relationships

Registered with (4)

→ 133 LEGACYRegistered adviserregistration: current employment
Jan 4, 2024 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Nov 3, 2021 to Nov 8, 2022factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jul 12, 2021 to Sep 20, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 11, 2017 to Jun 2, 2021factForm ADV

Dated events

Occurred
Nov 8, 2022
Advisor changed firm
Patrick Mathias Burke left Empower Advisory Group, Llc for 133 Legacy (registered 2024-01-04)
Form ADVobserved 6 days ago