Kyatt Byrd
Investment adviser representative at Newedge Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$43.2BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Newedge AdvisorsJan 2026 to now
- Newedge Securities LLCJan 2026 to now
- Ameriprise Financial Services, LLCSep 2023 to Jan 2026
- Edward JonesApr 2022 to Sep 2023
- Professional Employment GroupAug 2021 to Apr 2022
- UnemployedMay 2021 to Jul 2021
- Parking Management CompanyMay 2019 to Aug 2019
- Mississippi State UniversityAug 2017 to Apr 2021
- Johnnys New York PizzaMay 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 7423849
- Firm CRD
- 171351