Russell Byrom
Professional summary
Russell Byrom, AIF®, who also goes by Russell Patrick Byrom, Russell Patrick Byrom, is a registered financial advisor currently at TRI-AD CAPITAL MANAGEMENT I, LLC located in Escondido, California.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Russell has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Russell Byrom's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2023 - Present
TRI-AD CAPITAL MANAGEMENT I, LLC
Office #1: 221 W. Crest St., Ste. 300, Escondido, CA 92025December 10, 2021 - December 14, 2022
LEAFHOUSE FINANCIAL ADVISORS, LLC
November 5, 2019 - February 3, 2021
WORLD INVESTMENT ADVISORS, LLC
November 5, 2019 - February 3, 2021
PENSIONMARK SECURITIES, LLC
April 25, 2013 - June 18, 2019
CAPITAL CLIENT GROUP, INC.
September 21, 2011 - June 18, 2019
CAPITAL CLIENT GROUP, INC.
January 28, 2010 - July 8, 2011
B. RILEY WEALTH MANAGEMENT
March 27, 2009 - July 8, 2011
B. RILEY WEALTH MANAGEMENT
Primary Firm SEC Registration
TRI-AD CAPITAL MANAGEMENT I, LLC
CRD#: 324364 / SEC#: 801-127335
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2023)
Exams
Current Firm
TRI-AD CAPITAL MANAGEMENT I, LLC
CRD#: 324364 / SEC#: 801-127335
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 463,362,428 |
Red Flags
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