Matthew Ross Byer

Employer firm

Spectrum Asset Management, Inc. CRD 300463

$18.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2007 → Present
  Spectrum Asset Management, Inc.
  Stamford, CT

Other Businesses

Mr. Byer became a 50% owner and member of Westport Cut & Shave LLC, a barbershop effective July 12, 2018. Mr. Byer is a passive investor whose activity will be nominal. Chief Operating Officer for Spectrum Asset Management, Inc. ("Spectrum"). SAMI Brokerage LLC ("SAMI") is a wholly owned direct subsidiary of Spectrum and is the executing broker for Spectrum.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-12
• S63 Uniform Securities Agent State Law Examination
  2008-01-09

Other Names

• Matthew Byer