AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TC

Tyler M. Chaisson

COMPASS CAPITAL
Braintree, MA 02184-8734
Some features on this profile are disabled
CRD#: 6965271
TC

Professional summary

Tyler Michael Chaisson is a registered financial advisor currently at COMPASS CAPITAL CORPORATION located in Braintree, Massachusetts and COMPASS SECURITIES CORPORATION located in Braintree, Massachusetts.

Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Tyler has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 24 exams.

top-8-questions

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.
Compass Legal Services, LLC, law firm specializing in estate planning and business organization. 50 Braintree Hill Pk, #105, Braintree, MA 02184. Managing Member and Principal Lawyer, start date 5/24/21, apprx 10-20 hours/week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Michael Chaisson'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

August 23, 2018 - Present

COMPASS CAPITAL CORPORATION

Office #1: 50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734
RIA
CRD#: 112323
Braintree, MA
Current

March 17, 2021 - Present

COMPASS SECURITIES CORPORATION

Office #1: 50 Braintree Hill Park Suite 105, Braintree, MA 02184-8734
BD
CRD#: 16168
Braintree, MA

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".
CC
COMPASS CAPITAL CORPORATION
CHADWICK & ROTHENBERG GROUP LLC | STRATEGIC PLANNING INC | LICCIARDELLO FINANCIAL SERVICES | COMPASS CAPITAL CORPORATION

CRD#: 112323 / SEC#: 801-21957

RIA
Registered Investment Advisory firm - (7/31/1984 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Massachusetts
(8/23/2018)
RR
Massachusetts
(3/18/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 3/17/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/11/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/17/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/9/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/17/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
COMPASS CAPITAL CORPORATION
CHADWICK & ROTHENBERG GROUP LLC | STRATEGIC PLANNING INC | LICCIARDELLO FINANCIAL SERVICES | COMPASS CAPITAL CORPORATION

CRD#: 112323 / SEC#: 801-21957

RIA
Registered Investment Advisory firm - (7/31/1984 Approved)
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
50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734
Mailing Address
Phone number
(781) 535-6083
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPASS CAPITAL FORM ADV 2 BROCHURE DATED 063025 (9/25/2025)

Regulatory assets under management

Total Number of Accounts1,371
AUM (Assets Under Management)$ 663,564,349

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.

Company Information

COMPASS CAPITAL CORPORATION

CRD#: 112323Braintree, MA 02184-8734

TRUST BUT VERIFY

Monitor Tyler Chaisson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics