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Byron R. Lerner

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CRD#: 307117
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Byron Robert Lerner was a registered financial professional .

Byron is a previously registered financial professional and started their career in finance in 1972. Byron had worked at 14 firms and has passed the Series 63 and Series 1 exams.

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

June 14, 1985 - March 17, 1986

BUTCHER & SINGER INC.

BD
CRD#: 6517
Past

May 8, 1985 - May 14, 1985

JII SECURITIES INC.

BD
CRD#: 406
Past

February 15, 1985 - May 13, 1985

ROONEY, PACE INC.

BD
CRD#: 6218
Past

July 20, 1984 - January 22, 1985

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

March 27, 1984 - June 25, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

June 28, 1983 - April 10, 1984

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 18, 1982 - July 12, 1983

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

February 22, 1982 - June 8, 1982

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

September 17, 1979 - January 6, 1982

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 18, 1978 - September 17, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

February 2, 1977 - January 18, 1978

LOEB RHOADES & CO. INC.

BD
CRD#: 7502
Past

April 17, 1974 - May 25, 1977

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

November 27, 1973 - April 20, 1974

W. E. HUTTON & CO.

BD
CRD#: 861
Past

July 6, 1972 - December 30, 1973

DUPONT WALSTON, INCORPORATED

BD
CRD#: 870

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
RR
Series 63
Date: 11/23/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 6/30/1972
Registered Representative Examination

Current Firm


B&
BUTCHER & SINGER INC.
BUTCHER & SINGER INC.

CRD#: 6517 / SEC#: , 8-40599

BD
Terminated by FINRA on 02/15/1996
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 09/08/1988
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


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


BUTCHER & SINGER INC.

CRD#: 6517

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