Brendan Burke

Next-Gen · rank 8 · Heathrow, Florida · listed firm: Merrill Private Wealth Management

Identity & firm

• Firm — Merrill Private Wealth Management (high)
  • “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 250 INTERNATIONAL PKWY LAKE MARY, FL 32746 CRD# 7691 Registered with this firm since: 10/22/2015” — sec_finra_regulatory
  • “BCG Private Wealth Management Merrill Private Wealth Management 250 International Pkwy Lake Mary FL 32746” — firm_official
• Parent company — Bank of America (high)
  • “With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.” — firm_official
• Firm type — wirehouse (high)
  • “This individual is currently registered with 6 SROs and is licensed in 44 U.S. states and territories through his or her employer.

Employment 1 of 1 Firm Name: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED Main Off” — sec_finra_regulatory

• Team name — BCG Private Wealth Management (high)
  • “BCG Private Wealth Management Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
• Team size — 12 (medium)
  • “Meet Our Team Brendan Burke , CIMA®, CPWA®, CRPC™ Managing Director , Private Wealth Advisor 407.333.8335 407.333.8335 Get in touch icon/control/launch copy View bio Garrett Burke , CFP®, CPFA®, CPWA® Managing Director ,” — firm_official
• CRD — 6497361 (high)
  • “BrokerCheck Report

BRENDAN BURKE CRD# 6497361” — sec_finra_regulatory

• Years experience — 11 (high)
  • “B FINRA General Securities Representative Approved 08/21/2015” — sec_finra_regulatory
  • “Brendan began his tenure at Merrill Lynch Wealth Management in May 2015.” — firm_official
• Designations — CPWA, CIMA, other:CRPC (high)
  • “He holds the Certified Private Wealth Advisor®, Certified Investment Management Analyst®, and Chartered Retirement Planning Counselor™ designations.” — firm_official

Book of business

• Team AUM ($M) — 2400 (high)
  • “Team Assets (Custodied): $2.4B” — forbes_shook
• Account minimum ($M) — 1 (high)
  • “Minimum Account Size For New Business: $1M” — forbes_shook
• Typical client net worth ($M) — 35 (high)
  • “Typical Net Worth Of Relationships: $20-50M” — forbes_shook
• Client niche — corporate executives, business owners/founders, and intergenerational family wealth (high)
  • “Who We Work With Corporate Executives We understand the complexities that come with your executive position and the extreme demands on your time.” — firm_official
  • “Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life's work.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ... Registered with this firm since: 10/22/2015

B MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ... Registered with this firm since: 08/21/2015” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.ml.com/sites/fl/heathrow-fl/bcg (high)
  • “BCG Private Wealth Management Merrill Private Wealth Management 250 International Pkwy Lake Mary FL 32746 Visit us (407) 333.8328” — firm_official
• Value proposition (verbatim) — Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals. (high)
  • “Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
• Differentiators — We meet complexity head on, team serves as mission control for your wealth, highest level of execution and world-class intellectual capital, highly personalized one-on-one service to a select group of clients, access to Merrill investment insights plus Bank of America banking convenience (high)
  • “We meet complexity head on Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the” — firm_official
  • “Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service.” — firm_official
• Content marketing — occasional (medium)
  • “uestions investors are asking right now Stay ahead of student scams Inside the American wallet: What's fueling consumer spending How geopolitics could reshape your portfolio Estate planning for the whole family” — firm_official
• Has podcast — no (medium)
  • “Recognition Our Approach Meet Our Team Insights About Private Wealth On this page navigate to... Recognition” — firm_official
• Books published — 0 (medium)
  • “Brendan began his tenure at Merrill Lynch Wealth Management in May 2015. Before joining the team, Brendan built and managed a top performing sales team for Southwestern Advantage, a national educational consulting compan” — firm_official
• Linkedin url — https://www.linkedin.com/in/brendan-burke-cima%C2%AE-cpwa%C2%AE-crpc%E2%84%A2-815a24b3/ (medium)
  • “Brendan Burke, CIMA®, CPWA®, CRPC™ - Private Wealth Advisor, Managing Director | LinkedIn” — social_or_third_party_db
• Social presence — gap: not_found_after_search
• Press awards — Barron's "Top 1,200 Financial Advisors", 2024-2025, Forbes "Best-in-State Wealth Management Teams", 2023-2026, Forbes "Best-in-State Wealth Advisors", 2023-2026, Forbes "Best-in-State Next-Generation Wealth Advisors", 2022-2025 (high)
  • “Barron's "Top 1,200 Financial Advisors", 2024-2025 (Published annually February – March. Rankings based on data as of September 30 of prior year.)” — firm_official
  • “Forbes "Best-in-State Wealth Management Teams" list 2023, 2024, 2025 and 2026 Published annually in January. Rankings based on data as of March 31 of prior year.” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “BCG Private Wealth Management Merrill Private Wealth Management 250 International Pkwy Lake Mary FL 32746” — firm_official
• Logo url — gap: not_found_after_search
• Visual brand notes — Merrill corporate template: navy (#012169) and bright blue (#0052C2) on white, clean sans-serif, no team mark. Stock photography of professionals and families; text-only "BCG Private Wealth Management" lockup. (high)
  • “.Form-timeButton.selected,.Form-timeButton:hover{background-color:#fff;color:#012169;border:.0625rem solid #012169}” — firm_official

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