Tyler Wynn (CRD# 4656860) is an Investment Advisor Representative working at Birch Creek Capital, LLC in Wynnewood, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Birch Creek Capital, LLC | Philadelphia, PA | Jun 2011 - Current | 12 |
| Wynnstay Foundation | Philadelphia, PA | Apr 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2006 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- PA
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$20,977,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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