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WB

William C. Byk

STABLEFORD CAPITAL PARTNERS
DENVER, CO 80209
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CRD#: 7682043
WB
William Colin BykSTABLEFORD CAPITAL PARTNERS

Professional summary


William Colin Byk is a registered financial advisor currently at STABLEFORD CAPITAL PARTNERS located in Denver, Colorado.

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.

At a Glance


Always Fiduciary

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.

Blog Corner


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®
None

Experience


Current

August 7, 2024 - Present

STABLEFORD CAPITAL PARTNERS

Office #1: 295 S. Ogden St., Denver, CO 80209
RIA
CRD#: 332397
DENVER, CO

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)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/18/2024
Uniform Investment Adviser Law Examination

Current Firm


SC
STABLEFORD CAPITAL PARTNERS
STABLEFORD CAPITAL PARTNERS | STABLEFORD CAPITAL PARTNERS LLC

CRD#: 332397 / SEC#:

Texas
Registered Investment Advisory firm - (8/7/2024 Approved)
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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

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts23
AUM (Assets Under Management)$ 22,813,953

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


STABLEFORD CAPITAL PARTNERS

CRD#: 332397Denver, CO 80209

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