Stephanie A. Byrd

VIEW CAPITAL RIA, LP

Dallas, TX 75201

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CRD#: 2531482

Professional summary

Stephanie Adair Byrd, CFP®, who also goes by Stephanie Lea Adair, is a registered financial advisor currently at VIEW CAPITAL RIA, LP located in Dallas, Texas.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Stephanie has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie Lea Adair

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 Stephanie Adair 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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

June 20, 2007 - Present

VIEW CAPITAL RIA, LP

Office #1: 2727 N. Harwood Street Suite 225, Dallas, TX 75201

RIA

CRD#: 130678

Dallas, TX

Past

June 28, 2002 - November 4, 2005

KPMG INVESTMENT ADVISORS

RIA

CRD#: 111778

DALLAS, TX

Past

July 5, 1995 - November 2, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

VIEW CAPITAL RIA, LP

BLUFFVIEW RIA, LP | VIEW CAPITAL RIA, LP

CRD#: 130678 / SEC#: 801-62983

RIA

Registered Investment Advisory firm - (4/9/2004 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

IAR

Texas
(6/20/2007)

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

IAR

Series 65

Date: 6/6/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/8/1995

General Securities Representative Examination

Current Firm

VIEW CAPITAL RIA, LP

BLUFFVIEW RIA, LP | VIEW CAPITAL RIA, LP

CRD#: 130678 / SEC#: 801-62983

RIA

Registered Investment Advisory firm - (4/9/2004 Approved)

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Contact information

Main Address

2727 N. Harwood Street Suite 225, Dallas, TX 75201

Mailing Address

Phone number

(214) 855-2550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIEW CAPITAL RIA, LP - FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	169
AUM (Assets Under Management)	$ 1,774,409,102

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
10/18/2023	Cover Page	Report
09/28/2022	Cover Page	Report

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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Stephanie A. Byrd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Adair Byrd's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIEW CAPITAL RIA, LP

KPMG INVESTMENT ADVISORS

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

VIEW CAPITAL RIA, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/1996

Series 7

Date: 5/8/1995

Current Firm

VIEW CAPITAL RIA, LP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VIEW CAPITAL RIA, LP

TRUST BUT VERIFY

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