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DB

Douglas W. Bycoff

THE BYCOFF GROUP LLC
NEW YORK, NY
Some features on this profile are disabled
CRD#: 5558951
DB

Professional summary


Douglas William Bycoff, who also goes by Douglas William Bycoff, Douglas Bycoff, is a registered financial advisor currently at THE BYCOFF GROUP LLC located in New York, New York.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Douglas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Douglas William Bycoff | Douglas Bycoff

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.
1)The Bycoff Group;investment related;345 E 50th St,Apt 6F,New York,NY 10022;dba;IAR;11/2020;150 hrs/month;6.5 hrs during trading;provide investment advice and financial planning services

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Douglas William Bycoff'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

August 6, 2025 - Present

THE BYCOFF GROUP LLC

RIA
CRD#: 334192
NEW YORK, NY
Past

November 16, 2020 - August 7, 2025

OSAIC ADVISORY SERVICES, LLC

RIA
CRD#: 171070
New York, NY
Past

November 21, 2018 - November 19, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

October 3, 2018 - November 19, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 25, 2010 - July 11, 2012

UBS SECURITIES LLC

BD
CRD#: 7654
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".
TB
THE BYCOFF GROUP LLC
THE BYCOFF GROUP LLC

CRD#: 334192 / SEC#: 801-131722

RIA
Registered Investment Advisory firm - (1/2/2025 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
New York
(8/6/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TB
THE BYCOFF GROUP LLC
THE BYCOFF GROUP LLC

CRD#: 334192 / SEC#: 801-131722

RIA
Registered Investment Advisory firm - (1/2/2025 Approved)
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Contact information


Main Address
New York, NY
Mailing Address
Phone number
(781) 801-5559
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 36,710,296

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


THE BYCOFF GROUP LLC

CRD#: 334192New York, NY

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