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BS

Byron D. Stahl

HEADLAND CAPITAL
Clifton Park, NY
Some features on this profile are disabled
CRD#: 5933038
BS

Professional summary

Byron David Stahl, who also goes by Byron Stahl, is a registered financial advisor currently at HEADLAND CAPITAL located in Clifton Park, New York.

Byron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Byron has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Byron Stahl

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Byron David Stahl'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

December 17, 2024 - Present

HEADLAND CAPITAL

RIA
CRD#: 332277
Clifton Park, NY
Past

March 14, 2023 - May 7, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
CLIFTON PARK, NY
Past

February 9, 2017 - December 18, 2024

MARYLAND FINANCIAL GROUP, INC.

RIA
CRD#: 122320
Clifton Park, NY
Past

April 27, 2016 - May 7, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
CLIFTON PARK, NY
Past

June 1, 2015 - May 11, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
MOUNT PLEASANT, SC
Past

January 9, 2014 - May 11, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
MOUNT PLEASANT, SC
Past

March 21, 2013 - December 31, 2013

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
MT PLEASANT, SC
Past

January 15, 2013 - January 23, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
CHARLESTON, SC

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".
HC
HEADLAND CAPITAL
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC

CRD#: 332277 / SEC#: 801-130923

RIA
Registered Investment Advisory firm - (9/24/2024 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
(12/17/2024)
IAR
South Carolina
(12/17/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/14/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/14/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HC
HEADLAND CAPITAL
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC

CRD#: 332277 / SEC#: 801-130923

RIA
Registered Investment Advisory firm - (9/24/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464
Mailing Address
Phone number
(843) 388-4300
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (11 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

Part 2 Brochures

HEADLAND CAPITAL, LLC ADV PART 2A - 7.23.25 (7/24/2025)

Regulatory assets under management

Total Number of Accounts1,509
AUM (Assets Under Management)$ 403,025,177

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

HEADLAND CAPITAL

CRD#: 332277Clifton Park, NY

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