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Michael Roy Burns

Investment adviser representative at Ta Associates
20 yearsExperience
1 stateRegistered in
$55.1BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Ta AssociatesJan 2024 to now
  2. Ta Associates Management, L.P.Jul 2006 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000

State registrations

Registered as an investment adviser representative in 1 state (TX).

Ta Associates

Legal name: Ta Associates Management, L.P.

$55.1BAssets managed
29Clients
1Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4053153
Firm CRD
156699
Advisor's SEC record (opens in a new tab)
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