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

David J. Byck

Some features on this profile are disabled
CRD#: 2729684
DB

Professional summary


David Jeffrey Byck was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial advisor and started their career in finance in 1997. Prior to being barred, David had worked at 6 firms, which includes LP ADVISORS INC., CLEARING SERVICES OF AMERICA INC., FSC SECURITIES CORPORATION, NATHAN & LEWIS SECURITIES INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS INC., OPPENHEIMERFUNDS DISTRIBUTOR INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

March 18, 2003 - December 10, 2003

LP ADVISORS, INC.

RIA
CRD#: 114737
NEW YORK, NY
Past

December 10, 2001 - July 19, 2002

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

November 27, 2000 - April 23, 2001

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

January 22, 1999 - October 31, 2000

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

November 20, 1997 - January 20, 1999

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

January 6, 1997 - October 20, 1997

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY

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
IAR
Series 65
Date: 2/18/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/20/2000
General Securities Principal Examination

Current firm


No current employment

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


No current employment

TRUST BUT VERIFY

Monitor David Byck

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