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Antonio Montez Burkett

Investment Adviser Representative at ASPIRE PRIVATE CAPITAL

Cornelius, NCCRD #6019453Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Antonio Montez Burkett has worked in the securities industry since 2013. They are registered to provide investment advisory services in North Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/1/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/16/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.019
Source

Aspire Private Capital Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ASPIRE PRIVATE CAPITALCurrent
11/28/2018Cornelius, NC
LPL FINANCIAL LLC
7/25/201811/26/2018Fort Mill, SC

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ASPIRE PRIVATE CAPITAL

7 other advisors in the directory

View ASPIRE PRIVATE CAPITAL firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Antonio Montez Burkett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.