Robert Burke is a registered investment advisor at Cantor Fitzgerald Investment Advisors, based in New York, NY, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,286 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,286 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $10.0M0.60%
$10M+0.50%

Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

110 East 59th Street, 7th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
June 2022 - Present · 3 yrs 10 mos
Cantor Fitzgerald & CO.Broker
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
Inland Securities CorporationBroker
March 2017 - October 2019 · 2 yrs 7 mos
Cabot Lodge Securities LLCBroker
July 2016 - November 2016 · 4 mos
Realty Capital Securities, LLCBroker
May 2010 - December 2015 · 5 yrs 7 mos
Grubb & Ellis Securities, INC.Broker
July 2007 - May 2010 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2007 · 2 mos
Citicorp Investment ServicesBroker
March 2006 - May 2007 · 1 yr 2 mos
State Registrations4 states
CACTNJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.