Chyron M. Williamson

CDFINANCIAL

SAN JUAN CAPISTRANO, CA 92675-1556

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CRD#: 6569468

Professional summary

Chyron Michael Williamson, who also goes by Chyron Michael Williamson, Chyron Williamson, Chy Michael Williamson, is a registered financial advisor currently at CDFINANCIAL located in San Juan Capistrano, California.

Chyron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Chyron has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chyron Michael Williamson | Chyron Williamson | Chy Michael Williamson

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.

2) Chyron Williamson; Yes; Aliso Viejo, CA; Insurance Services; Insurance Agent; 03/2025; 120/ HRS MO; 120/ HRS MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chyron Michael Williamson'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®

None

Experience

Current

September 19, 2025 - Present

CDFINANCIAL

Office #1: 30270 Rancho Viejo Rd Suite D, San Juan Capistrano, CA 92675-1556

RIA

CRD#: 165317

SAN JUAN CAPISTRANO, CA

Past

April 7, 2025 - August 11, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

IRVINE, CA

Past

October 29, 2024 - April 3, 2025

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

December 8, 2021 - May 31, 2024

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

October 18, 2018 - December 3, 2021

HSBC SECURITIES (USA) INC.

CRD#: 19585

BEVERLY HILLS, CA

Past

March 15, 2017 - August 31, 2017

KEY INVESTMENT SERVICES LLC

CRD#: 136300

BUFFALO, NY

Past

February 1, 2017 - March 3, 2017

M&T SECURITIES, INC.

CRD#: 17358

LANCASTER, NY

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

California
(9/19/2025)

IAR

Colorado
(9/19/2025)

IAR

Nevada
(9/22/2025)

IAR

Texas
(9/19/2025)

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 65

Date: 8/25/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/25/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 10/29/2024

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 8/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/1/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CDFINANCIAL

CD FINANCIAL LLC | CDFINANCIAL LLC | CDFINANCIAL

CRD#: 165317 / SEC#:

California

Registered Investment Advisory firm - (1/20/2016 Approved)

Colorado

Registered Investment Advisory firm - (5/25/2018 Approved)

Nevada

Registered Investment Advisory firm - (10/1/2019 Approved)

Texas

Registered Investment Advisory firm - (12/30/2019 Conditional Restricted)

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Contact information

Main Address

30270 Rancho Viejo Rd Suite D, San Juan Capistrano, CA 92675-1556

Mailing Address

Phone number

(949) 359-5100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	259
AUM (Assets Under Management)	$ 81,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Chyron M. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chyron Michael Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL ENTERPRISE, LLC

LPL FINANCIAL LLC

PACIFIC SELECT DISTRIBUTORS, LLC

HSBC SECURITIES (USA) INC.

KEY INVESTMENT SERVICES LLC

M&T SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2025

Series 63

Date: 10/25/2018

Series 99TO

Date: 10/29/2024

SIE

Date: 8/31/2017

Series 6

Date: 2/1/2017

Current Firm

CDFINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CDFINANCIAL

TRUST BUT VERIFY

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