Bryan R. Byrd

DISCIPLINE WEALTH SOLUTIONS

ALBUQUERQUE, NM

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CRD#: 5728790

Professional summary

Bryan R Byrd, who also goes by Byran Byrd, is a registered financial advisor currently at DISCIPLINE WEALTH SOLUTIONS, INC. located in Albuquerque, New Mexico.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bryan has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Byran Byrd

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.

INSURANCE AGENT- INVESTMENT RELATED-ALBUQUERQUE, NM, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. SELF EMPLOYED PHOTOGRAPHER, COMMENCED 1-2012, LESS THAN 20 HOURS PER MONTH, NOT INVESTMENT RELATED, 100% OWNERSHIP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan R Byrd'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

October 22, 2024 - Present

DISCIPLINE WEALTH SOLUTIONS, INC.

RIA

CRD#: 315846

ALBUQUERQUE, NM

Past

January 5, 2016 - October 24, 2024

CPR INVESTMENTS INC

RIA

CRD#: 139067

Albuquerque, NM

Past

April 7, 2011 - December 31, 2015

HBW ADVISORY SERVICES LLC

RIA

CRD#: 143665

ALBUQUERQUE, NM

Past

April 5, 2010 - April 1, 2011

WFG ADVISORS, LP

RIA

CRD#: 125073

ALBUQUERQUE, NM

Past

April 1, 2010 - April 1, 2011

WFG INVESTMENTS, INC.

CRD#: 22704

ALBUQUERQUE, NM

Past

February 3, 2010 - April 6, 2010

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ALBUQUERQUE, NM

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".

DISCIPLINE WEALTH SOLUTIONS, INC.

CRD#: 315846 / SEC#: 801-122049

RIA

Registered Investment Advisory firm - (8/10/2021 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 Mexico
(10/22/2024)

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

State Security Law Exam

IAR

Series 66

Date: 3/29/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/2/2010

General Securities Representative Examination

Current Firm

DISCIPLINE WEALTH SOLUTIONS, INC.

CRD#: 315846 / SEC#: 801-122049

RIA

Registered Investment Advisory firm - (8/10/2021 Approved)

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Contact information

Main Address

15 Halton Green Way, Greenville, SC 29607

Mailing Address

Phone number

(864) 322-6046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCIPLINE WEALTH SOLUTIONS (5/20/2025)

Regulatory assets under management

Total Number of Accounts	2,750
AUM (Assets Under Management)	$ 316,318,696

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.

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Bryan R. Byrd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan R Byrd's CRS (Customer Relationship Summary).

Certified licenses

Experience

DISCIPLINE WEALTH SOLUTIONS, INC.

CPR INVESTMENTS INC

HBW ADVISORY SERVICES LLC

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

DISCIPLINE WEALTH SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2010

Series 7

Date: 2/2/2010

Current Firm

DISCIPLINE WEALTH SOLUTIONS, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DISCIPLINE WEALTH SOLUTIONS, INC.

TRUST BUT VERIFY

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