Matthew Burke has been an investment adviser representative at Delta Investment Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Delta Investment Management, LLC is a San Francisco, CA firm with $857M under management, 1,099 clients and 25 advisers across 11 offices, as of its April 2026 filing.
- – present · under a yearGreenville, SC · Adviser representative · Firm CRD 149596
Investment adviser representative registrations
Matthew Burke is registered as an investment adviser representative in South Carolina, since January 2026.
- South CarolinaSince 2 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 March 2025 |
| Series 7TO | General Securities Representative Examination | 18 September 2024 |
| SIE | Securities Industry Essentials Examination | 28 June 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7967200
- Firm
- Delta Investment Management · CRD 149596
- Office
- 113 Whitsett Street, Greenville, SC 29601
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Burke work?
Matthew Burke is an investment adviser representative registered through Delta Investment Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Burke a financial advisor?
Yes. Matthew Burke has a current investment-adviser registration in South Carolina, through Delta Investment Management since January 2026.
How many years of experience does Matthew Burke have?
Matthew Burke has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Matthew Burke passed?
Matthew Burke has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2024.
Where is Matthew Burke based?
Matthew Burke’s registered office is in Greenville, SC.
Is Matthew Burke registered with FINRA?
No. Matthew Burke has no current broker registration.
How can I verify Matthew Burke’s record?
Search CRD 7967200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Burke’s full registration record.
