Unclaimed Profile

Kaleb Matthew Burns

INDEPENDENCE SQUARE HOLDINGS, LLC·KING OF PRUSSIA, Pennsylvania

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record13 years registeredINDEPENDENCE SQUARE HOLDINGS, LLC

150 SOUTH WARNER ROAD, KING OF PRUSSIA, PA 19406CRD# 5791663Firm CRD# 300139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kaleb Matthew Burns · KING OF PRUSSIA, PA

Registration

CRD #5791663 · INDEPENDENCE SQUARE HOLDINGS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

INDEPENDENCE SQUARE HOLDINGS, LLC

Aug 2022 – present

LPL FINANCIAL LLC

Mar 2021 – present

ISQ CAPITAL

Feb 2026 – Mar 2026

Elizabethtown, PA

LPL FINANCIAL LLC

Mar 2021 – Jul 2022

ELIZABETHTOWN, PA

CITIZENS INVESTMENT SERVICES

Jan 2015 – Jul 2020

MIDDLETOWN, PA

SANTANDER SECURITIES

Apr 2014 – Jan 2015

HARRISBURG, PA

CCO INVESTMENT SERVICES CORP.

Apr 2013 – Apr 2014

CARLISLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · April 24, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENCE SQUARE HOLDINGS, LLC

CRD 300139 · SEC 801-116750

AUM

$1.1B

Regulatory assets under management

Employees

3,402 client accounts

Services offered by INDEPENDENCE SQUARE HOLDINGS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INDEPENDENCE SQUARE HOLDINGS, LLC →

Introduction

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Frequently Asked Questions

What services does Kaleb Matthew Burns offer?

Kaleb Matthew Burns specializes in Financial Planning, Investment Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.

What are Kaleb Matthew Burns's credentials?

Kaleb Matthew Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kaleb Matthew Burns located?

Kaleb Matthew Burns is based in KING OF PRUSSIA, Pennsylvania, working with INDEPENDENCE SQUARE HOLDINGS, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.

How does Kaleb Matthew Burns charge for services?

Kaleb Matthew Burns's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENCE SQUARE HOLDINGS, LLC?

INDEPENDENCE SQUARE HOLDINGS, LLC has approximately 40 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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