Thaddeus Malley
J.w.burns & Company · Dewitt, New York
Thaddeus Malley is a fee-only financial advisor at J.w.burns & Company in Dewitt, New York, who holds the CFP credential. J.w.burns & Company reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | J.w.burns & Company |
|---|---|
| Based in | Dewitt, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.03B across 1,323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 7405051 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | jwburns.com |
How Thaddeus's firm compares
- J.w.burns & Company's average account is about $776,000, from its Form ADV (assets managed divided by 1,323 accounts).
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Questions about Thaddeus
Is Thaddeus Malley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thaddeus holds no broker registration, and J.w.burns & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thaddeus charge for financial advice?
Thaddeus's firm, J.w.burns & Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Thaddeus Malley based?
Thaddeus Malley is based in Dewitt, New York.
What credentials does Thaddeus Malley hold?
Thaddeus Malley holds the CFP credential.
Is Thaddeus Malley registered with the SEC?
Yes. Thaddeus Malley is registered as an investment adviser representative in NY and TX (CRD 7405051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J.w.burns & Company manage?
J.w.burns & Company reports $1.03B across 1,323 accounts in assets under management.
How do I contact Thaddeus Malley?
Through Thaddeus's website, jwburns.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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