Unclaimed Profile

Michael Roy Burns

TOWNSQUARE CAPITAL, LLC·PROVO, Utah

Series 7, Series 63Clean record3 years registeredTOWNSQUARE CAPITAL, LLC

5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 4053153Firm CRD# 288576

Profile Verification

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

Identity

Michael Roy Burns · PROVO, UT

Registration

CRD #4053153 · TOWNSQUARE CAPITAL, LLC · 3 years registered

Brand Profile

Not yet started

Career History

TA ASSOCIATES

Jan 2024 – present

TA ASSOCIATES

Apr 2023 – Dec 2023

Austin, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 5, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWNSQUARE CAPITAL, LLC

CRD 288576 · SEC 801-110591

AUM

$8.8B

Regulatory assets under management

Employees

33,539 client accounts

Services offered by TOWNSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TOWNSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Roy Burns offer?

Michael Roy Burns specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.

What are Michael Roy Burns's credentials?

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

Where is Michael Roy Burns located?

Michael Roy Burns is based in PROVO, Utah, working with TOWNSQUARE CAPITAL, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does Michael Roy Burns charge for services?

Michael Roy Burns's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOWNSQUARE CAPITAL, LLC?

TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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