Monte C. Byrd

M.C. BYRD WEALTH MANAGEMENT

Bellville, TX 77418

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CRD#: 1662905

Professional summary

Monte Craig Byrd, AIF®, ChFC®, CLU® is a registered financial advisor currently at M.C. BYRD WEALTH MANAGEMENT, LLC located in Bellville, Texas.

Monte is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Monte has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. 1/29/1998 - INDEPENDENT INSURANCE AGENT & ESTATE PLANNING - M.C. BYRD COMPANY - TIME SPENT 50%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monte Craig Byrd'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®

AIF^®

Accredited Investment Fiduciary

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

September 30, 2009 - Present

M.C. BYRD WEALTH MANAGEMENT, LLC

Office #1: 18 N. Harris Street, Bellville, TX 77418

RIA

CRD#: 151070

Bellville, TX

Past

January 2, 1998 - October 8, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLVILLE, TX

Past

January 2, 1998 - January 28, 2016

LPL FINANCIAL LLC

CRD#: 6413

BELLVILLE, TX

Past

April 6, 1993 - January 15, 1998

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

July 18, 1990 - April 14, 1993

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

Past

January 19, 1988 - June 28, 1990

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

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".

M.C. BYRD WEALTH MANAGEMENT, LLC

401K SHOP | M.C. BYRD WEALTH MANAGEMENT, LLC | M.C. BYRD WEALTH MANAGEMENT | M C BYRD WEALTH MANAGEMENT, LLC

CRD#: 151070 / SEC#: 801-80970

RIA

Registered Investment Advisory firm - (2/18/2015 Approved)

Louisiana

Registered Investment Advisory firm - (3/6/2015 Terminated)

Texas

Registered Investment Advisory firm - (3/3/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

IAR

Louisiana
(5/4/2012)

IAR

Texas
(9/30/2009)

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

State Security Law Exam

Series 63

Date: 1/27/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/2/1998

General Securities Principal Examination

Current Firm

M.C. BYRD WEALTH MANAGEMENT, LLC

401K SHOP | M.C. BYRD WEALTH MANAGEMENT, LLC | M.C. BYRD WEALTH MANAGEMENT | M C BYRD WEALTH MANAGEMENT, LLC

CRD#: 151070 / SEC#: 801-80970

RIA

Registered Investment Advisory firm - (2/18/2015 Approved)

Louisiana

Registered Investment Advisory firm - (3/6/2015 Terminated)

Texas

Registered Investment Advisory firm - (3/3/2015 Terminated)

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Contact information

Main Address

18 N. Harris Street, Bellville, TX 77418

Mailing Address

Po Box 948, Bellville, TX 77418

Phone number

(979) 865-0660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MC BYRD 2025 ANNUAL AMENDED FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	975
AUM (Assets Under Management)	$ 273,986,671

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Monte C. Byrd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monte Craig Byrd's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WALNUT STREET SECURITIES, INC.

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

M.C. BYRD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/27/1988

SIE

Date: 1/28/2016

Series 7

Date: 1/16/1988

Series 24

Date: 3/2/1998

Current Firm

M.C. BYRD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

M.C. BYRD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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