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Kavian Burke

Investment Adviser Representative at B. RILEY WEALTH ADVISORS, INC.

Poughkeepsie, Ny, USA, 12603, NYCRD #6709993Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
2 states
Exams Passed
3

Professional summary

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

Kavian Burke has worked in the securities industry since 2017. They are registered to provide investment advisory services in New Jersey and New York.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
New JerseyNew York
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/20/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/14/2017

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

B. Riley Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

B. RILEY WEALTH ADVISORS, INC.Current
8/28/2024Poughkeepsie, Ny, USA, 12603, NY
LPL FINANCIAL LLC
8/3/20218/29/2024Lagrangeville, NY

Official records & sources

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

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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. Kavian Burke 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.

Kavian Burke - Financial Advisor in Poughkeepsie, Ny, USA, 12603, NY | AdvisorFinder