Caeden Ames Byrd
Investment adviser representative at Cain, Watters & Associates, LLC
11 yearsExperience
1 stateRegistered in
$5BFirm assets
35 yearsFirm in business
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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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Cain, Watters & Associates, LLCApr 2025 to now
- Fidelity InvestmentsMar 2025 to Mar 2025
- Fidelity Brokerage Services LLCFeb 2023 to Mar 2025
- Prudential Insurance Company of AmericaDec 2021 to Jan 2023
- Pruco Securities, LLC.Jul 2021 to Jan 2023
- InstacartMay 2021 to Jun 2021
- DoordashApr 2021 to Dec 2021
- UberJul 2020 to Dec 2021
- Settlemoir CpaMay 2020 to Jul 2021
- Marleta ChadwickAug 2018 to Dec 2020
- Cotton PatchMay 2018 to Dec 2018
- Ut SouthwesternMay 2018 to Jul 2018
- Full Hearts CounselingDec 2017 to May 2021
- Stephen F. Austin State UniversityAug 2017 to May 2021
- Lazy Dog RestaurantJan 2017 to Aug 2017
- Trinity High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cain, Watters & Associates, LLC
$5BAssets managed
3,397Clients
74Advisers
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
- 7423754
- Firm CRD
- 111521