Byron K Nilsson
Investment adviser representative at Yhb Investment Advisors Inc
15 yearsExperience
2 statesRegistered in
$2.3BFirm assets
36 yearsFirm in business
Are you Byron K Nilsson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Yhb Investment Advisors Inc.May 2021 to now
- Societe GeneraleJun 2011 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Yhb Investment Advisors Inc
$2.3BAssets managed
1,182Clients
18Advisers
36 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
- 5541554
- Firm CRD
- 105434