Tyler F. Burke

POINTER MANAGEMENT

DALLAS, TX 75225

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CRD#: 2911078

Professional summary

Tyler Frank Burke is a registered financial advisor currently at POINTER MANAGEMENT, LLC located in Dallas, Texas.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Tyler has worked at 3 firms and has passed the Series 63 and Series 7 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 Tyler Frank Burke's 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

April 18, 2012 - Present

POINTER MANAGEMENT, LLC

Office #1: 8214 Westchester Drive Suite 650, Dallas, TX 75225

RIA

CRD#: 156810

DALLAS, TX

Past

July 31, 2003 - December 7, 2007

TRENTON CAPITAL MANAGEMENT, LTD.

RIA

CRD#: 115401

DALLAS, TX

Past

August 4, 1997 - August 14, 1998

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

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".

POINTER MANAGEMENT, LLC

POINTER MANAGEMENT, LLC | POINTER OFFSHORE, LLC [RELYING ADVISER]

CRD#: 156810 / SEC#: 801-73887

RIA

Registered Investment Advisory firm - (3/30/2012 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

Texas
(4/18/2012)

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

Series 63

Date: 8/8/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/1997

General Securities Representative Examination

Current Firm

POINTER MANAGEMENT, LLC

POINTER MANAGEMENT, LLC | POINTER OFFSHORE, LLC [RELYING ADVISER]

CRD#: 156810 / SEC#: 801-73887

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

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Contact information

Main Address

832 Georgia Avenue Suite 1100, Chattanooga, TN 37402

Mailing Address

Phone number

(423) 266-3544

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

POINTER BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 2,593,926,802

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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Tyler F. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Frank Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

POINTER MANAGEMENT, LLC

TRENTON CAPITAL MANAGEMENT, LTD.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

POINTER MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/8/1997

Series 7

Date: 8/1/1997

Current Firm

POINTER MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POINTER MANAGEMENT, LLC

TRUST BUT VERIFY

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