Robert Gordon Byron
Professional Summary
Robert Gordon Byron is a registered financial advisor currently at BLUE VISTA CAPITAL, LLC located in Chicago, Illinois. Robert is registered as a RR (Registered Representative) and started their career in finance in 1985. Robert has worked at 2 firms and has passed the Series 63, SIE, Series 22 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
BLUE VISTA CAPITAL, LLC
Contact Information
Main Address
353 N. Clark St. Suite 730, Chicago, IL 60654-3453Mailing Address
353 N. Clark St. Suite 730, Chicago, IL 60654-3453Phone Number
(312) 578-0033Established
Illinois since 03/14/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
60SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
FINRA licenses (15 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PETER STELIAN REVOCABLE TRUST, DATED MARCH 19, 1998 | OWNER | — |
| ROBERT G. BYRON REVOCABLE TRUST, DATED MARCH 20, 1998 | OWNER | — |
| BYRON, ROBERT GORDON | MANAGING PRINCIPAL | 1360739 |
| STELIAN, PETER | MANAGING PRINCIPAL, CEO AND CCO | — |
Regulatory Assets Under Management
Total Number of Accounts
21AUM (Assets Under Management)
$1,889,498,840Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | Cover Page | Report |
| 12/20/2024 | Cover Page | Report |
| 04/24/2024 | Cover Page | Report |
| 03/11/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
BLUE VISTA CAPITAL, LLC
State Registrations and Notice Filings
(10/6/2003)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Aug 2003About the Series 22 examSeries 39 — Direct Participation Programs Principal Examination
Passed Aug 2003About the Series 39 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Gordon Byron's CRS (Customer Relationship Summary).
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