Michael B. Burchell

INDEPENDENCE SQUARE HOLDINGS

Baltimore, MD 21210

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CRD#: 1703648

Professional summary

Michael Brian Burchell is a registered financial advisor currently at INDEPENDENCE SQUARE HOLDINGS, LLC located in Baltimore, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 55 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian Burchell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 18, 2025 - Present

INDEPENDENCE SQUARE HOLDINGS, LLC

Office #1: 2 Village Square Suite 220, Baltimore, MD 21210

RIA

CRD#: 300139

Baltimore, MD

Past

May 20, 2021 - December 31, 2025

WPG FINANCIAL GROUP, LLC

RIA

CRD#: 291708

BALTIMORE, MD

Past

July 31, 2019 - June 25, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

BALTIMORE, MD

Past

December 1, 2014 - August 1, 2019

CFG CAPITAL MARKETS, LLC

CRD#: 39468

BALTIMORE, MD

Past

September 29, 2003 - November 3, 2006

WELLS FARGO SECURITIES, LLC

CRD#: 126292

BALTIMORE, MD

Past

March 26, 2003 - September 2, 2003

BROWN ADVISORY SECURITIES, LLC

CRD#: 120736

BALTIMORE, MD

Past

June 14, 1999 - June 4, 2002

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

September 1, 1997 - June 14, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

December 20, 1991 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INDEPENDENCE SQUARE HOLDINGS, LLC

CRD#: 300139 / SEC#: 801-116750

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(12/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/14/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2014

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 4/30/2004

Limited Representative-Equity Trader Exam

Current Firm

INDEPENDENCE SQUARE HOLDINGS, LLC

CRD#: 300139 / SEC#: 801-116750

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

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Contact information

Main Address

150 South Warner Road Suite 300, King Of Prussia, PA 19406

Mailing Address

Phone number

(610) 520-1500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/31/2025)

FORM ADV PART 2A FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,985
AUM (Assets Under Management)	$ 1,488,010,409

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael B. Burchell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian Burchell's CRS (Customer Relationship Summary).

Certified licenses

Experience

WPG FINANCIAL GROUP, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CFG CAPITAL MARKETS, LLC

WELLS FARGO SECURITIES, LLC

BROWN ADVISORY SECURITIES, LLC

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

Primary Firm SEC Registration

INDEPENDENCE SQUARE HOLDINGS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2021

Series 63

Date: 12/22/2014

Series 7TO

Date: 3/14/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2014

Series 55

Date: 4/30/2004

Current Firm

INDEPENDENCE SQUARE HOLDINGS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDEPENDENCE SQUARE HOLDINGS, LLC

TRUST BUT VERIFY

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