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Byron K Nilsson

Yhb Investment Advisors Inc

West Hartford, CT

CRD 5541554

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Employer firm

Yhb Investment Advisors Inc CRD 105434

$2.28B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • PARTICIPANT ACCOUNT MANAGEMENT

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

Current Employers
Yhb Investment Advisors Inc

29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-06
CT RA APPROVED 2021-10-25
  • TX RA
    APPROVED_RES
    Since 2024-11-06
  • CT RA
    APPROVED
    Since 2021-10-25

Branch Locations

29 South Main Street Suite 306, West Hartford, CT 06107-2417 • 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
Yhb Investment Advisors Inc. West Hartford CT 05/2021 Present
Societe Generale New York NY 06/2011 04/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-23
  • S65 Uniform Investment Adviser Law Examination
    2021-10-23

View on SEC IAPD

Nearby Firms

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

David Walter McCary
EDWARD ALLEN STEIGER
JENNIFER E LANGE

Nearby Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT

More in West Hartford, CT

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