Byron Elmer Sheffield
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Byron Elmer Sheffield? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Dec 2024 to now
- Charles Schwab BankDec 2024 to now
- Ubsfinancial ServicesSep 2023 to Dec 2024
- Fidelity InvestmentsSep 2020 to Sep 2023
- Bank of America, N.A.Jun 2019 to Sep 2020
- Fisher InvestmentsMar 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6542046
- Firm CRD
- 5393