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Michael Roy Burns

TA ASSOCIATES
Austin, TX
·CRD# 4053153·26 years experience

Professional Summary

Michael Roy Burns is a registered financial advisor currently at TA ASSOCIATES located in Austin, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 2 firms and has passed the Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

TA ASSOCIATES·CRD# 156699
RIA
515 Congress Ave Suite 2500, Austin, TX 78701
January 30, 2024 - Present
TA ASSOCIATES·CRD# 156699
RIA
Austin, TX
April 5, 2023 - December 31, 2023
BANC OF AMERICA SECURITIES LLC·CRD# 26091
BD
New York, NY
December 21, 1999 - July 17, 2001

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Current Firm

TA
TA ASSOCIATES

TA ASSOCIATES | TA ASSOCIATES MANAGEMENT, L.P. | TA ASSOCIATES ASIA PACIFIC LIMITED (RELYING ADVISER) | TA ASSOCIATES ADVISORY PRIVATE LIMITED (RELYING ADVISER) | TA ASSOCIATES ADVISORY (MAURITIUS) LTD. (RELYING ADVISER) | TA ASSOCIATES (UK), LLP (RELYING ADVISER)

CRD#: 156699 / SEC#: 801-74026
RIA
Registered Investment Advisory firm - SEC (3/30/2012 Approved)

Contact Information

Main Address

200 Clarendon Street 56th Floor, Boston, MA 02116

Phone Number

(617) 574-6700

# of Employees

266

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

TA ASSOCIATES MANAGEMENT LP BROCHURE MARCH 2026 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

29

AUM (Assets Under Management)

$55,067,878,100

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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.

Mr. Burns maintains several roles on portfolio companies, and their affiliated entities, of funds managed by TA Associates Management, L.P. (CRD #156699). Depending on the structure of such portfolio companies, these may be board of director, officer, or similar roles. Due to space limitations the list below includes the primary entity name and details along with the names of each entity within the structure. Name: 8am, LLC (FKA AffiniPay Parent, LLC); Invest Related: No; Address: Austin, Texas; Nature of Bus: non-investment services, payment processing; Position: Board member, and also officer and director roles held at structure and subsidiary entities; Start date: 2/2020; Number of Hours/Month: 10; Number of Hours during securities trading hours: same. Name: Apex Group, Ltd.; Invest Related: No; Address: New York, New York; Nature of Bus: non-investment services, financial solutions provider; Position: Board member; Start date: 6/2022; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: The Caprock Group, LLC; Invest Related: Yes; Address: Boise, Idaho; Nature of Bus: investment services; Position: Board member; Start date: 9/2021; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: CW Parent LLC; Invest Related: Yes; Address: Marina del Rey, CA: Nature of Bus: investment services; Position: Preferred Manager with oversight; Start: 10/2023; #Hrs/Month: 10; # hrs during securities trading hr: same. Name: Fintech LLC; Invest Related: No; Address: Tampa, Florida; Nature of Bus: non-investment services, business to business beverage alcohol solutions; Position: Board member, and also officer and director roles held at structure and subsidiary entities; Start date: 8/2018; #Hrs/Month: 10; # hrs during securities trading hours: same. member. Name: Kline Hill Partners, LP; Invest Related: Yes; Address: Greenwich, Connecticut; Nature of Bus: investment services; Position: Board member; Start date: 4/2025; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: OneSource Virtual, Inc.; Invest Related: No; Address: Dallas, Texas; Nature of Bus: non-investment services, workflow automation; Position: Board member; Start date: 1/2026; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: Orion Advisor Solutions, Inc; Invest Related: Yes; Address: Omaha, Nebraska; Nature of Bus: investment services; Position: Board member, and also officer and director roles held at structure and subsidiary entities; Start date: 4/2015; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: GI Ranger Parent, L.P. (part of Rectangle Health); Investment Related: No; Address: Tampa, Florida; Nature of Bus: non-investment services, business to business beverage alcohol solutions; Position: Member of the Board of Managers; Start date: 2/2017; Number Hrs/Month: 10; Number hrs during securities trading hours: same. Name: WEG Parent LLC (part of Wealth Enhancement Group); Invest Related: Yes; Address: Minneapolis, MN; Nature of Bus: investment services; Position: Board member, and also O&D roles held at structure and subsidiary entities not listed due to space constraints; Start date: 2019; #Hrs/Month: 10; # hrs during securities trading hr: same.

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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".
TA
TA ASSOCIATES

TA ASSOCIATES | TA ASSOCIATES MANAGEMENT, L.P. | TA ASSOCIATES ASIA PACIFIC LIMITED (RELYING ADVISER) | TA ASSOCIATES ADVISORY PRIVATE LIMITED (RELYING ADVISER) | TA ASSOCIATES ADVISORY (MAURITIUS) LTD. (RELYING ADVISER) | TA ASSOCIATES (UK), LLP (RELYING ADVISER)

CRD#: 156699 / SEC#: 801-74026
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Texas
(1/30/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2000About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Dec 1999About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Roy Burns's CRS (Customer Relationship Summary).

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