Donald B. Byrne

BLACK SWIFT GROUP

BOULDER, CO 80302

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CRD#: 2644819

Professional summary

Donald Brendan Byrne is a registered financial advisor currently at BLACK SWIFT GROUP, LLC located in Boulder, Colorado.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Donald has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 55, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Brendan Byrne'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

March 21, 2023 - Present

BLACK SWIFT GROUP, LLC

Office #1: 2595 Canyon Blvd Suite 330, Boulder, CO 80302

RIA

CRD#: 286084

BOULDER, CO

Past

June 15, 2020 - November 21, 2022

BLACK SWIFT GROUP, LLC

RIA

CRD#: 286084

Garden City, NY

Past

March 8, 2018 - October 16, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

LAKE SUCCESS, NY

Past

August 9, 2013 - September 18, 2015

NYPPEX, LLC

CRD#: 47654

RYE BROOK, NY

Past

March 31, 2011 - February 28, 2013

DAIWA CAPITAL MARKETS AMERICA INC.

CRD#: 1576

NEW YORK, NY

Past

July 13, 2010 - April 11, 2011

GFI SECURITIES LLC

CRD#: 19982

NEW YORK, NY

Past

April 7, 2009 - February 17, 2010

ACCESS SECURITIES, LLC

CRD#: 22455

STAMFORD, CT

Past

October 1, 2008 - April 9, 2009

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

June 2, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

October 2, 1995 - June 2, 2008

J.P. MORGAN SECURITIES LLC

CRD#: 79

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".

BLACK SWIFT GROUP, LLC

BLACK SWIFT | CBT CAPITAL, LLC | BLACK SWIFT GROUP, LLC

CRD#: 286084 / SEC#: 801-108740

RIA

Registered Investment Advisory firm - (12/21/2016 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

Colorado
(3/21/2023)

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 66

Date: 6/13/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/20/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/17/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 12/7/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 9/30/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/8/2011

General Securities Principal Examination

Current Firm

BLACK SWIFT GROUP, LLC

BLACK SWIFT | CBT CAPITAL, LLC | BLACK SWIFT GROUP, LLC

CRD#: 286084 / SEC#: 801-108740

RIA

Registered Investment Advisory firm - (12/21/2016 Approved)

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Contact information

Main Address

2595 Canyon Blvd Suite 330, Boulder, CO 80302

Mailing Address

Phone number

(303) 955-4381

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLACK SWIFT BROCHURE 2A 202508 (8/29/2025)

Regulatory assets under management

Total Number of Accounts	371
AUM (Assets Under Management)	$ 558,017,086

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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Advisor Monitoring

Firm Stability Insights

Donald B. Byrne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Brendan Byrne's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACK SWIFT GROUP, LLC

NYLIFE SECURITIES LLC

NYPPEX, LLC

DAIWA CAPITAL MARKETS AMERICA INC.

GFI SECURITIES LLC

ACCESS SECURITIES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

BLACK SWIFT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/13/2020

Series 63

Date: 5/20/2018

SIE

Date: 10/1/2018

Series 3

Date: 12/17/2010

Series 55

Date: 12/7/1999

Series 7

Date: 9/30/1995

Series 24

Date: 8/8/2011

Current Firm

BLACK SWIFT GROUP, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACK SWIFT GROUP, LLC

TRUST BUT VERIFY

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