HB
Harry F. Byrd
TRUIST ADVISORY SERVICES
RICHMOND, VA 23219
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CRD#: 4490584
HB
Harry Flood Byrd IVTRUIST ADVISORY SERVICES
Professional summary
Harry Flood Byrd IV is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmond, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Harry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Harry has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
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.
WINCHESTER COLD STORAGE POSITION: Board member NATURE: My family is the largest shareholder of the company and I have been asked to join the board. This will require me to attend one 2-3 hour board meeting each month. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/21/2017 ADDRESS: 605 N. Loudoun Street, Winchester VA 22601 DESCRIPTION: I will be one of 5-10 board members -including 3 other Byrds - tasked with overseeing our executive management team leading the company. VIRGINIA CAPITOL FOUNDATION POSITION: Treasurer NATURE: The Virginia Capitol Foundation takes care of the ground, buildings, etc. located on and around the Capitol in Richmond. On July 1, 2017, I will be on the board helping to guide and oversee the Executive Director and staff. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2017 ADDRESS: PO Box 396, Richmond VA 23218 B. BEVERLEY BYRD & MARTHA R. BYRD COOK TRUST POSITION: Financial Advisor NATURE: I am the trustee of my cousin's trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2008 ADDRESS: 901 E. Byrd Street, Richmond VA 23219 HARRY F. BYRD JR. TRUST POSITION: Financial Advisor NATURE: I am the trustee for my father trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/27/2004 ADDRESS: 901 E. Byrd Street, Richmond VA 23219 THURMAN LLC POSITION: Board member NATURE: This LLC holds family real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 3836 Lord Fairfax Highway, Berryville VA 22611 NORTH BUCKMARSH LLC POSITION: Treasurer NATURE: This LLC owns family real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: 3836 Lord Fairfax Highway, Berryville VA 22611 B. B. BYRD & SHIRLEY D. BYRD TRUST POSITION: Trustee NATURE: This is a trust for my cousin. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/23/2015 ADDRESS: 901 E. Byrd Street, Richmond VA 23219 HAWTHORN LLC POSITION: President NATURE: This LLC owns family real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: 3836 Lord Fairfax Highway, Berryville VA 22611 SENSENY SOUTH LLC POSITION: Board member NATURE: This LLC owns family real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: , Berryville VA , United States DESCRIPTION: I am a board member who meets with the group once a quarter for about an hour to discuss our real estate portfolio. And, recently, I have been asked to handle some cash ($328k), which we invested in some CDs and an ultra short bond fund and Tandem. ROCKINGHAM PROPERTIES, LLC POSITION: Shareholder NATURE: This is 20 acres of undeveloped farm land located in Harrisonburg, Virginia. I am a minority shareholder of the LLC which owns the property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/25/2020 ADDRESS: Berryville VA, United States DESCRIPTION: Attending quarterly meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Harry Flood Byrd IV's 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®
NoneExperience
Current
March 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 919 E Main St Fl 8, Richmond, VA 23219RIA
CRD#: 283390
RICHMOND, VA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 919 E Main St Fl 5 & 7, Richmond, VA 23219BD
CRD#: 17499
RICHMOND, VA
Past
January 2, 2013 - March 2, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
March 22, 2002 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
RICHMOND, VA
Past
February 7, 2002 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
RICHMOND, VA
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(11/3/2025)
RR
Arizona(2/17/2021)
RR
California(2/17/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(2/17/2021)
RR
Delaware(2/17/2021)
RR
District of Columbia(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Louisiana(2/17/2021)
IAR
Louisiana(4/14/2021)
RR
Maine(2/17/2021)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/17/2021)
RR
Michigan(6/24/2022)
RR
Mississippi(2/17/2021)
RR
Missouri(2/17/2021)
RR
Montana(12/20/2022)
RR
New Hampshire(2/15/2022)
RR
New Jersey(2/17/2021)
RR
New Mexico(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
Ohio(2/23/2023)
RR
Oregon(2/17/2021)
RR
Pennsylvania(2/17/2021)
RR
Rhode Island(5/12/2026)
RR
South Carolina(2/17/2021)
RR
South Dakota(2/17/2021)
RR
Tennessee(2/27/2024)
RR
Texas(1/19/2023)
IAR
Texas(2/6/2023)
RR
Utah(2/17/2021)
RR
Vermont(2/17/2021)
RR
Virginia(2/17/2021)
IAR
Virginia(3/2/2021)
RR
Washington(2/17/2021)
RR
West Virginia(2/17/2021)
RR
Wyoming(1/19/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Loading...
Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
