Skip to content

Damon Winston Byrd

Investment adviser representative at &partners
26 yearsExperience
1 stateRegistered in
CFADesignation
$30.3BFirm assets

Are you Damon Winston Byrd? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

26 years in the industry.

  1. &partnersJan 2025 to now
  2. Wiley Bros,aintree Capital LLCMay 2000 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (TN).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4202546
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
CallContact this firm