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Byron Elmer Sheffield

Charles Schwab & CO., Inc.

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About Byron Elmer Sheffield

Byron Elmer Sheffield IV is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. Byron has been in the financial services industry since 2016 and holds licenses for securities, investment advisory, and insurance. Byron has previous experience with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles Schwab & CO., Inc. provides financial planning services, a wrap fee program, and a referral program. The firm also offers financial planning advice and selection of other advisors.

Firm Information

Byron Sheffield is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Byron Sheffield’s Registration & Firm History

FL

01/03/2025 - Present

Charles Schwab & CO., Inc. (Clearwater FL)

FL

10/13/2020 - 09/06/2023

FIDELITY BROKERAGE SERVICES LLC (CLEARWATER FL)

FL

08/29/2019 - 09/28/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)

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Licenses & Designations

BOTH

Issued 09/27/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Byron Elmer Sheffield.
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