Sally B. Jilek

CX INSTITUTIONAL

Plano, TX 75024

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CRD#: 1172494

Professional summary

Sally Byrd Jilek, who also goes by Sally A Byrd, Sally Anne Byrd, is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Plano, Texas.

Sally is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Sally has worked at 12 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Sally A Byrd | Sally Anne Byrd

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sally Byrd Jilek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 10, 2026 - Present

CX INSTITUTIONAL, LLC

Office #1: 7500 Dallas Parkway Suite 500, Plano, TX 75024

RIA

CRD#: 292627

Plano, TX

Past

November 3, 2025 - July 6, 2026

NEWEDGE ADVISORS

RIA

CRD#: 171351

Dallas, TX

Past

June 13, 2025 - July 6, 2026

NEWEDGE SECURITIES, LLC

CRD#: 10674

Dallas, TX

Past

April 6, 2024 - February 18, 2025

CRD#: 7506

Past

July 8, 1987 - May 14, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

June 18, 1987 - July 20, 1987

STEINBERG & LYMAN

CRD#: 15704

Past

August 24, 1983 - June 13, 1985

MORGAN STANLEY DW INC.

CRD#: 7556

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

Current Firm

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

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Contact information

Main Address

200 East 7th Street, Auburn, IN 46706

Mailing Address

Phone number

(260) 927-1830

Established

Firm type

Fiscal year end

# of Employees

106

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/14/2025)

ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	14,284
AUM (Assets Under Management)	$ 4,121,239,331

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Sally B. Jilek

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sally Byrd Jilek's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

NEWEDGE SECURITIES, LLC

LPL FINANCIAL LLC

ALLWORTH FINANCIAL, L.P.

RAA

TREND SYNC

GARY A. MORRIS

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

STEINBERG & LYMAN

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CX INSTITUTIONAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2025

Series 63

Date: 6/14/2024

Series 6TO

Date: 4/5/2024

SIE

Date: 2/14/2024

Series 3

Date: 3/21/1988

Series 7

Date: 8/20/1983

Current Firm

CX INSTITUTIONAL, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CX INSTITUTIONAL, LLC

TRUST BUT VERIFY

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