Antonio Montez Burkett
Investment Adviser Representative at Aspire Private Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Antonio Montez Burkett is an investment adviser representative with Aspire Private Capital in Cornelius, NC, where they have been registered since 2018. They have worked in the securities industry since 2013 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morton Malloy RealtySep 2016 – Sep 2017Charlotte, NC
- LPL Financial LLCOct 2017 – Nov 2018Fort Mill, SC
- Aspire Private CapitalNov 2018 – no end date reportedCornelius, NC
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Aspire Private Capital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.019
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement Planning, Wealth Accumulation, Asset Protection, Tax Planning, Long Term Care, Estate Planning, IRA Legacy Planning, Trusts, Life Insurance, Probate, Charitable Giving / Donor Advisor Fund Tax Deductions, Income Planning, and IRA and 401(K) Rollovers. Aspire consults with local CPAs and Attorneys to enhance tax efficiency and wealth preservation.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Cornelius, NC
- SEC file number:
- 801-113754
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 20, 2026
View full firm profileOther advisors at Aspire Private Capital
7 other advisors in the directory
Similar advisors in Cornelius, NC
Other advisors whose filed branch office is in the same city.
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.
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