Michael Byard, financial advisor Norfolk VA

Michael Byard

CRD Number: 2108905
Current Firm: Citigroup Global Markets Inc.

Michael Byard (CRD# 2108905) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Norfolk, VA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Heritage Wealth Management Group Norfolk, WI Jan 2020 - Current 1
Heritage Wealth Management Group, Ltd Norfolk, VA Jan 2020 - Current 1
Citigroup Global Markets Vienna, VA Dec 2015 - Jan 2020 4
Securities America, Inc. Centreville, VA May 2009 - Dec 2015 6
Ameriprise Vienna, VA Apr 2009 - Dec 2015 6
Ameriprise Financial Services Inc. Centreville, VA Mar 2009 - Dec 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Michael H. Byard
By the Numbers
  • Total Assets Under Management
    32,924
    MILLIONS
  • Total Number of Accounts
    49,409
    ACCOUNTS
  • Average Account Value
    $666,364
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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