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Byron Samuel Pogir

Newfront Retirement Services, Inc.

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About Byron Samuel Pogir

Byron Samuel Pogir is an investment advisor representative registered with Newfront Retirement Services, Inc. Byron is also a Registered Investment Advisor in California. Byron has over 20 years of experience in the financial services industry. Byron has held previous positions with LPL Financial LLC, CitiCorp Investment Services and Salomon Smith Barney Inc. Byron has passed several industry exams, including the Series 65, 63, 24, 6TO, SIE, and Series 7. Byron has a strong track record of providing financial advice to individuals and families. Byron's experience in the industry gives them a broad understanding of the financial markets and investment strategies. Byron is committed to helping clients achieve their financial goals.

Firm Information

Byron Pogir is currently registered with Newfront Retirement Services, Inc.. Newfront Retirement Services, Inc. is a terminated corporation that was formed in 2012 and had its main office in San Francisco, California. The firm provided pension consulting services and had $366,754,875 in regulatory assets under management. Newfront Retirement Services, Inc. specialized in serving pension and profit-sharing plans, with 42 clients in this category. The firm had 6 licensed agents and 20 investment adviser representatives.
Newfront Retirement Services, Inc.

450 SANSOME STREET

SAN FRANCISCO, CA 94111

$366.75M

Assets Under Management

346

Total Clients

19

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Byron Pogir’s Registration & Firm History

CA

05/28/2024 - Present

Newfront Retirement Services, Inc. (Richmond CA)

CA

01/28/2019 - 02/15/2024

LPL FINANCIAL LLC (SAN FRANCISCO CA)

NY

11/25/2002 - 02/23/2006

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

09/16/1998 - 12/09/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/28/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/10/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Byron Samuel Pogir.
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