Aaron Byrd
Professional Summary
Aaron Byrd is a registered financial advisor currently at INKWELL CAPITAL located in Mills River, North Carolina. Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Aaron has worked at 4 firms and has passed the Series 63, Series 65, Series 86, Series 87 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
INKWELL CAPITAL | INKWELL CAPITAL LLC
Contact Information
Main Address
Miami, FLPhone Number
(305) 791-3195# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
127AUM (Assets Under Management)
$112,174,469Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
INKWELL CAPITAL | INKWELL CAPITAL LLC
State Registrations and Notice Filings
(5/24/2011)
(2/20/2018)
(5/27/2015)
(3/10/2011)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2006About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Aaron Byrd's CRS (Customer Relationship Summary).
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