Curtis R. Byrd

ONYX WEALTH MANAGEMENT

DURHAM, NC 27713

Some features on this profile are disabled

CRD#: 6421634

Professional summary

Curtis Randall Byrd, CFP®, who also goes by Curtis Byrd, is a registered financial advisor currently at ONYX WEALTH MANAGEMENT, LLC located in Durham, North Carolina.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Curtis has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curtis 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Randall Byrd's 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®

CFP^®

Certified Financial Planner

Experience

Current

September 20, 2024 - Present

ONYX WEALTH MANAGEMENT, LLC

Office #1: 2530 Meridian Parkway Suite 300, Durham, NC 27713

RIA

CRD#: 332972

DURHAM, NC

Past

May 12, 2023 - September 20, 2024

HAMILTON POINT INVESTMENT ADVISORS, LLC

RIA

CRD#: 144534

CHAPEL HILL, NC

Past

January 10, 2019 - April 5, 2023

HILLTOP WEALTH ADVISORS, LLC

RIA

CRD#: 283014

CHAPEL HILL, NC

Past

March 30, 2017 - December 21, 2018

FULBRIGHT FINANCIAL CONSULTING, PA

RIA

CRD#: 117891

DURHAM, NC

Past

July 26, 2016 - February 22, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

RALEIGH, NC

Past

July 6, 2016 - February 22, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

RALEIGH, NC

Past

February 10, 2015 - June 14, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DURHAM, NC

Past

January 16, 2015 - June 14, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DURHAM, NC

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

North Carolina
(9/20/2024)

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: 2/9/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/2015

General Securities Representative Examination

Current Firm

ONYX WEALTH MANAGEMENT, LLC

CRD#: 332972 / SEC#:

North Carolina

Registered Investment Advisory firm - (9/20/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2530 Meridian Parkway Suite 300, Durham, NC 27713

Mailing Address

Phone number

(919) 341-8477

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 1,700,000

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.

Similar Advisors

Daniel Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

IAR

Apex, NC

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raliegh, NC

Laird Hepburn

BSG ADVISERS

IAR

Apex, NC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Curtis R. Byrd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Randall Byrd's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONYX WEALTH MANAGEMENT, LLC

HAMILTON POINT INVESTMENT ADVISORS, LLC

HILLTOP WEALTH ADVISORS, LLC

FULBRIGHT FINANCIAL CONSULTING, PA

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2015

SIE

Date: 2/22/2017

Series 7

Date: 1/16/2015

Current Firm

ONYX WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONYX WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors