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William Mccomas Byron

Corient

Charlotte, NC

CRD 1914017

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-03
NC RA APPROVED 2024-08-07
  • TX RA
    APPROVED_RES
    Since 2025-01-03
  • NC RA
    APPROVED
    Since 2024-08-07

Branch Locations

4201 Congress Street Suite 240, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Byron Financial, Llc Charlotte NC 08/2003 08/2024
M Holdings Securities, Inc. Portland OR 06/2013 12/2024
Corient Services Llc Miami FL 07/2024 Present
Corient Charlotte NC 07/2024 Present
  • 08/2003 → 08/2024
    Byron Financial, Llc
    Charlotte, NC
  • 06/2013 → 12/2024
    M Holdings Securities, Inc.
    Portland, OR
  • 07/2024 → Present
    Corient Services Llc
    Miami, FL
  • 07/2024 → Present
    Corient
    Charlotte, NC
Previous Registrations
  • 2019-05-08 → 2024-08-27
    Byron Financial, Llc
    Charlotte, NC
Other Businesses

BYRON RACING, LLC 6100 FAIRVIEW RD., STE. 1150 CHARLOTTE, NC 28210 OWNER - AUTO RACING, 2 HRS/MONTH, 0 HOURS/MONTH DURING BUSINESS HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-07
S63 Uniform Securities Agent State Law Examination 1992-11-30
  • S65 Uniform Investment Adviser Law Examination
    2019-05-07
  • S63 Uniform Securities Agent State Law Examination
    1992-11-30
Other Names
  • Bill Byron
  • William M Byron

View on SEC IAPD

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JOSHUA REESE BAILEY
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Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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