RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Kevin William Burke
- Title
- Managing Partnerreportedccfo.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Cherry Creek Family Offices independent RIA currentsince Jan 1, 2026 · Denver, Co
- Credit Suisse Securities (USA) LLC formerJun 4, 2007 to Sep 18, 2007 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 22, 2004 to May 30, 2007 · New York, Ny
- Credit Suisse Securities (USA) LLC to Cherry Creek Family Officesleft Sep 18, 2007, registered Jan 1, 2026 (6680 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Credit Suisse Securities (USA) LLCleft May 30, 2007, registered Jun 4, 2007 (5 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address