Tyler J. Burns

COMPASS ION ADVISORS

CHADDS FORD, PA 19317

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CRD#: 7293847

Professional summary

Tyler Joseph Burns is a registered financial advisor currently at COMPASS ION ADVISORS, LLC located in Chadds Ford, Pennsylvania and KEEL POINT CAPITAL, LLC located in Conshohocken, Pennsylvania.

Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Tyler has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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 Joseph Burns'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 21, 2023 - Present

COMPASS ION ADVISORS, LLC

Office #1: Mendenhall Station 330 Kennett Pike Suite 209, Chadds Ford, PA 19317

RIA

CRD#: 166418

CHADDS FORD, PA

Current

August 23, 2023 - Present

KEEL POINT CAPITAL, LLC

Office #1: 300 Conshohocken State Road #230, Conshohocken, PA 19428

CRD#: 6769

Conshohocken, PA

Past

March 26, 2021 - November 17, 2021

TRIAD ADVISORS LLC

CRD#: 25803

GREENVILLE, SC

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".

COMPASS ION ADVISORS, LLC

CRD#: 166418 / SEC#: 801-78503

RIA

Registered Investment Advisory firm - (8/30/2013 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.

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

Pennsylvania
(8/21/2023)

Pennsylvania
(8/23/2023)

IAR

Texas
(10/23/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/10/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/1/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/26/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/30/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

COMPASS ION ADVISORS, LLC

CRD#: 166418 / SEC#: 801-78503

RIA

Registered Investment Advisory firm - (8/30/2013 Approved)

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Contact information

Main Address

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428

Mailing Address

Phone number

(610) 228-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

07 31 2025 CIA FORM ADV PART 2A FINAL (7/31/2025)

Regulatory assets under management

Total Number of Accounts	3,547
AUM (Assets Under Management)	$ 1,328,104,988

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/07/2024	Cover Page	Report
04/17/2024	Cover Page	Report
12/22/2023	Cover Page	Report

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

Tyler J. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Joseph Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEEL POINT CAPITAL, LLC

TRIAD ADVISORS LLC

Primary Firm SEC Registration

COMPASS ION ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2021

Series 63

Date: 5/1/2021

Series 7TO

Date: 3/26/2021

SIE

Date: 1/30/2021

FINRA

Current Firm

COMPASS ION ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COMPASS ION ADVISORS, LLC

TRUST BUT VERIFY

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