Adviser and broker representative · Fiduciary Trust International, LLC
Katherine D. Burke
CRD 5322910 · Lincoln, MA
At a glance
Katherine D. Burke is an investment adviser representative with Fiduciary Trust International, LLC in Lincoln, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katherine’s SEC record dates to 2012, about 14 years ago. Katherine is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Fiduciary Trust International, LLCSince October 2012Lincoln, MA · $7.7B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Katherine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Matthew A. KatzLincoln · Chartered Financial Analyst
- Alex M. PaulLincoln · Chartered Financial Analyst
- John M. RausLincoln · Chartered Financial Analyst
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