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SB

Samuel D. Byrd

WILMINGTON, NC 28403
Some features on this profile are disabled
CRD#: 7436663
SB

Professional summary

Samuel Davis Byrd Mr., who also goes by Samuel Byrd, was a registered financial advisor .

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Samuel had worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samuel 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)

The CRS(Customer Relationship Summary) document is not provided.

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 26, 2025 - Present

Office #1: 4018 Oleander Drive Suite 102, Wilmington, NC 28403
WILMINGTON, NC
Past

February 4, 2022 - October 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Wilmington, 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
(9/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/4/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/30/2021
Securities Industry Essentials Examination

Current firm

No current employment

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

No current employment

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