Logan Cruz Byron
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
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.Sep 2025 to now
- Charles Schwab BankSep 2025 to now
- Artificial Mind, Inc. (dba Socratics.ai)May 2025 to Aug 2025
- Herbst Academic CenterOct 2023 to Dec 2024
- Leeds School of BusinessOct 2023 to Dec 2024
- Morgan StanleyJun 2023 to Aug 2023
- Morgan StanleyJul 2022 to Aug 2022
- ShiptFeb 2021 to Apr 2021
- Plucked Chicken & BeerMay 2020 to Aug 2020
- Full Time EducationAug 2019 to May 2025
- Plucked Chicken & BeerJan 2019 to May 2019
- Paris BaguetteSep 2017 to May 2018
- Full Time EducationAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7582122
- Firm CRD
- 5393