Tyler W. Wynn

BIRCH CREEK CAPITAL

Wynnewood, PA 19096

Some features on this profile are disabled

CRD#: 4656860

Professional summary

Tyler William Wynn is a registered financial advisor currently at BIRCH CREEK CAPITAL, LLC located in Wynnewood, Pennsylvania.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Tyler has worked at 3 firms and has passed the Series 65, 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.

WYNNSTAY FOUNDATION, NON-INVESTMENT RELATED. 1904 YORKSHIRES DR, BLUE BELL, PA 19422 . 501C3 NON-PROFIT FAMILY FOUNDATION. PRESIDENT SINCE APRIL 2009, MAKE INVESTMENT DECISION OF FOUNDATION FUNDS, GENERAL MONTHLY OPERATIONS. 2-3 HOURS A MONTH, MOSTLY VOLUNTEER HOURS, ABOUT 15 MINUTES PER WEEK DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler William Wynn'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

November 1, 2011 - Present

BIRCH CREEK CAPITAL, LLC

Office #1: 308 E Lancaster Ave Ste 300, Wynnewood, PA 19096

RIA

CRD#: 158730

Wynnewood, PA

Past

November 7, 2005 - March 29, 2011

COHEN & COMPANY SECURITIES, LLC

CRD#: 104002

PHILADELPHIA, PA

Past

June 25, 2003 - September 28, 2005

SAL EQUITY TRADING, GP

CRD#: 29337

BALA CYNWYD, PA

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

Pennsylvania
(11/1/2011)

IAR

Texas
(3/5/2025)

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: 9/7/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/28/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/24/2003

General Securities Representative Examination

Current Firm

BIRCH CREEK CAPITAL, LLC

CRD#: 158730 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (11/1/2011 Approved)

Texas

Registered Investment Advisory firm - (3/5/2025 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

308 E Lancaster Ave Ste 300, Wynnewood, PA 19096

Mailing Address

Phone number

(215) 557-3335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 64,460,000

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tyler W. Wynn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler William Wynn's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRCH CREEK CAPITAL, LLC

COHEN & COMPANY SECURITIES, LLC

SAL EQUITY TRADING, GP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/7/2011

Series 63

Date: 1/28/2006

Series 7

Date: 6/24/2003

Current Firm

BIRCH CREEK CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BIRCH CREEK CAPITAL, LLC

TRUST BUT VERIFY

Similar Advisors