WB
William C. Byk
STABLEFORD CAPITAL PARTNERS
AUSTIN, TX 78756
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CRD#: 7682043
WB
Professional summary
William Colin Byk is a registered financial advisor currently at STABLEFORD CAPITAL PARTNERS located in Austin, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Colin Byk'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®
NoneExperience
Current
August 7, 2024 - Present
STABLEFORD CAPITAL PARTNERS
Office #1: 3800 N. Lamar Suite #200, Austin, TX 78756RIA
CRD#: 332397
AUSTIN, TX
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
Texas(8/7/2024)
Current Firm
SC
STABLEFORD CAPITAL PARTNERS
STABLEFORD CAPITAL PARTNERS | STABLEFORD CAPITAL PARTNERS LLC
CRD#: 332397 / SEC#:
Texas
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Contact information
Main Address
3800 N. Lamar Suite #200, Austin, TX 78756
Mailing Address
Phone number
(512) 550-5462
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 19,706,800 |
Red Flags
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