Byron Lee Studdard

Employer firm

Studdard Financial, LLC CRD 161145

$27.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2012 → Present
  Studdard Financial Llc
  Sarasota, FL

Previous Registrations

• 2010-01-28 → 2012-10-03
  First Security Capital Management Llc
  Venice, FL
  Germantown, TN
  Venice, FL
  Venice, FL
• 2003-10-14 → 2010-01-19
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2003-03-10 → 2003-08-29
  Legend Advisory, Llc
  Memphis, TN

Other Businesses

1.OWNER OF RENTAL UNITS MAVERICK PROPERTIES, LLC 5250 Hyland Hills, Unit 1512 Sarasota, FL 34241, Owner, 1 hour per week 0.5 of which is during hours of market open 2. Colonial INvestors LLC, Not investment related, 5250 Hyland Hills, Unit 1512, Sarasota, FL 34241, Real Estate Investments, 50% owner, June 1, 2019, 10 hours per month, owner.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-30

Designations

• Certified Financial Planner