DFX Intelligence

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.

Registered advisor

Michael Rourke Burke

Sanctuary Advisors, LLCBD affiliatedSouthbury, CtIA-onlyIAPD 4724398

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Mike Burke

At current firm

0 y

since Jan 9, 2026

In the industry

22 y

since Jul 13, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sanctuary Advisors, LLC BD affiliated current
since Jan 9, 2026 · Southbury, Ct
Lido independent RIA
Oct 8, 2018 to Nov 16, 2023 · Redding, Ct
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 11, 2016 to Oct 2, 2018 · Fairfield, Ct
Eagle Strategies LLC BD affiliated
Oct 16, 2014 to Jan 15, 2016 · Sleepy Hollow, Ny
Ast Investment Services, Inc. asset manager
Sep 7, 2011 to Oct 16, 2014 · Shelton, Ct
Nationwide Securities, LLC no RAUM
Mar 7, 2011 to Sep 6, 2011 · Stamford, Ct
Touchstone Advisors Inc asset manager
Jun 26, 2007 to Jun 2, 2010 · Cincinnati, Oh
Msi Financial Services, Inc. former
Jul 13, 2006 to Jun 29, 2007 · Shelton, Ct

Moves

a registration end followed by a registration begin elsewhere

Lido to Sanctuary Advisors, LLC
left Nov 16, 2023, registered Jan 9, 2026 (785 days) · RIA to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Lido
left Oct 2, 2018, registered Oct 8, 2018 (6 days) · Wirehouse to independent RIA
Eagle Strategies LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jan 15, 2016, registered Feb 11, 2016 (27 days) · Other
Ast Investment Services, Inc. to Eagle Strategies LLC
left Oct 16, 2014, registered Oct 16, 2014 (0 days) · Other
Nationwide Securities, LLC to Ast Investment Services, Inc.
left Sep 6, 2011, registered Sep 7, 2011 (1 days) · Other
Touchstone Advisors Inc to Nationwide Securities, LLC
left Jun 2, 2010, registered Mar 7, 2011 (278 days) · Other
Msi Financial Services, Inc. to Touchstone Advisors Inc
left Jun 29, 2007, registered Jun 26, 2007 (-3 days) · Other

Signals

Michael Rourke Burke left Lido for Sanctuary Advisors, Llc (registered 2026-01-09)
Nov 16, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address