Wyman Byrd, financial advisor Chapel Hill NC

Wyman Byrd

CRD Number: 4888880
Current Firm: Colony Family Offices, LLC

Wyman Byrd (CRD# 4888880) is an Investment Advisor Representative working at Colony Family Offices, LLC in Chapel Hill, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Colony Family Offices, LLC Charlotte, NC May 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Wyman T. Byrd
Phone Number: 704-285-7300
Registered State(s):
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    2,601
    MILLIONS
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $4,652,306
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, FL, GA, MA, MD, NC, SC, TN, TX

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