AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RB

Robert J. Byers

Some features on this profile are disabled
CRD#: 1279299
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert James Byers JR, who also goes by Robert James Byers, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1984. Robert had worked at 8 firms and has passed the Series 63, SIE, Series 50, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert James Byers

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 31, 2015 - December 18, 2018

BNY MELLON CAPITAL MARKETS, LLC

BD
CRD#: 17454
San Francisco, CA
Past

February 15, 2012 - June 17, 2014

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
SAN FRANCISCO, CA
Past

May 6, 2011 - December 7, 2011

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
SAN FRANCISCO, CA
Past

September 2, 2008 - April 11, 2011

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
SAN FRANCISCO, CA
Past

March 21, 1998 - February 4, 2008

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
SAN FRANCISCO, CA
Past

April 5, 1991 - December 11, 1997

SANWA UNIVERSAL SECURITIES CO., LLC

BD
CRD#: 8427
NEW YORK, NY
Past

May 11, 1990 - December 11, 1997

SANWA SECURITIES (USA) CO., L.P.

BD
CRD#: 19697
NEW YORK, NY
Past

October 1, 1985 - May 16, 1990

PACIFIC SECURITIES, INC.

BD
CRD#: 6812
SAN FRANCISCO, CA
Past

October 26, 1984 - July 22, 1985

MONTGOMERY SECURITIES

BD
CRD#: 4357

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/2/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/31/1986
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


BM
BNY MELLON CAPITAL MARKETS, LLC
BNY CAPITAL MARKETS | MELLON INVESTMENT PRODUCTS COMPANY | MELLON FINANCIAL SERVICES CORPORATION | MELLON FINANCIAL MARKETS, LLC | MELLON FINANCIAL MARKETS, INC. | BNY MELLON CAPITAL MARKETS, LLC

CRD#: 17454 / SEC#: , 8-35255

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
240 Greenwich Street, New York, NY 10286
Mailing Address
240 Greenwich Street 3rd Floor, New York, NY 10286
Phone number
(212) 815-4972
Established
Delaware since 12/29/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BNY CAPITAL MARKETS HOLDINGS, INC.SOLE SHAREHOLDER
BARYSH, ROBERT PHILIPCHIEF OPERATIONS OFFICER (COO), PRINCIPAL OPERATIONS OFFICER2800329
DUFFANY, STEPHEN JOHNCHIEF FINANCIAL OFFICER (CFO), PRINCIPAL FINANCIAL OFFICER (PFO)2535640
GOODHEART, JOHNBOARD OF MANAGERS2419623
HIGGINS, ALISON MATTHESENBOARD OF MANAGERS, CHIEF COMPLIANCE OFFICER (CCO)6718782
KLINGER, DANIEL ADAMBOARD OF MANAGERS2983871
LYNCH, ROBERT EBOARD OF MANAGERS, CO-CHIEF EXECUTIVE OFFICER (CO-CEO)2981333
MCCORMICK, JEFFREYBOARD OF MANAGERS5261504
SKOKO, DRAGANBOARD OF MANAGERS, CO-CHIEF EXECUTIVE OFFICER (CO-CEO)4394961

Disclosures


Regulatory Event24
Arbitration1

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.

Company Information


BNY MELLON CAPITAL MARKETS, LLC

CRD#: 17454

TRUST BUT VERIFY

Monitor Robert Byers

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics