Patrick Burke Jr.
Advisor at 133 Legacy
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Patrick Burke is a financial advisor at 133 Legacy with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Empower Advisory Group. In addition to his advisory role, he is a licensed insurance agent and also works part-time as a roofing contractor with Redemption Solar & Roofing. 133 Legacy Planning Group is an independent advisory firm serving individuals, trusts, estates, and corporate clients. The firm provides discretionary asset management, financial planning, and ERISA 3(21) consulting for retirement plans, employing an investment process that includes asset allocation, fundamental and technical analysis, and the use of derivatives and leverage in managed accounts.
Fee options
Financial planning fees are negotiable with a maximum of $10,000
2.00% annually
Location
Campobello, SC
Most active in
Patrick B has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · South Carolina
Work history
Redemption Solar & Roofing
2025 - Present (1 year)
133 Legacy Planning Group LLC
2024 - Present (2 years)
133 Legacy Planning Group LLC
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Empower Advisory Group
2021 - 2022 (1 year)
Northwestern Mutual Investment Services LLC
2021 - 2021 (1 year)
Merrill
2017 - 2021 (4 years)
FSCJ
2016 - 2017 (1 year)
US Navy
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Royce A
Series 63, Series 65
Greer, SC
Angelroyce Wealth Advisors, LLC
Christopher A
Series 66
Greer, SC
Anderson Wealth Management, Inc.
Michael D
Series 66
Boiling Springs, SC
IntelliVest Wealth Management
Andrew B
CFP®, Series 65
Greer, SC
Brindle & Bay Financial Advisors, LLC
Logan D
Series 66
Boiling Springs, SC
IntelliVest Wealth Management
Rafael V
Series 66
Greer, SC
Genesia Investments LLC
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