Byron Zachary Harrell

Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → Present
  Citigroup Global Markets Inc.
  Virginia Beach, VA
• 02/2009 → Present
  Davenport & Company Llc.
  Virginia Beach, VA

Previous Registrations

• 2006-02-21 → 2009-03-05
  Citigroup Global Markets Inc.
  Virginia Beach, VA
  New York, NY
• 2004-10-06 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Newport News, VA
  Virginia Beach, VA
• 2002-11-08 → 2004-10-01
  Ubs Financial Services Inc.
  Norfolk, VA

Other Businesses

Ohef Shalom Synagogue 530 Raleigh Ave Norfolk, Va 23507 Non-investment related Board Member -Being a leader of synagogue. Approximate # of hours/month you devote to this outside activity during non-business hours 6-10,Approximate # of hours/month you devote to this outside activity during business hours 1-5

Exams

• S66 Uniform Combined State Law Examination
  2002-10-30

Designations

• Certified Financial Planner

Other Names

• Byron Zachary Harrell