Capital Planning Wealth Management
47yrs
Top advisor by experience in Center Valley
3yrs
Patrick Burke
Financial advisor at MML Investors Services
Based in Center Valley, Pennsylvania, Patrick Burke is a fiduciary financial advisor with 3 years of industry experience. Patrick has been with MML Investors Services since 2026. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 100 advisors with offices in Center Valley, and one of 88 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3701 Corporate Parkway Suite 320, Center Valley, PA 18034
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowMML Investors Services, LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call MML Investors Services at (413) 226-0000 and ask for Patrick Burke. Patrick works from the Center Valley, PA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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