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Edison Byzyka

CX Institutional, LLC

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About Edison Byzyka

Edison Byzyka is a financial advisor with CX Institutional, LLC. Edison has been in the financial services industry since 2013. Edison is registered as an investment advisor representative in Indiana. Edison holds the Series 63, Series 65, Series 7 and SIE licenses. Edison's experience includes working with clients such as corporations, individuals, high net worth individuals, insurance companies, charitable organizations and churches. Edison's firm CX Institutional, LLC is an investment advisor firm that provides financial planning, portfolio management, and other advisory services. CX Institutional, LLC is a registered investment advisor firm with the Securities and Exchange Commission (SEC). CX Institutional, LLC is based in Auburn, Indiana.

Firm Information

Edison Byzyka is currently registered with CX Institutional, LLC. CX Institutional, LLC is an investment advisor registered with the SEC. The firm manages $3,314,261,031 in assets for 10,540 accounts. CX Institutional, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Their clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They also have a wrap fee program.
CX Institutional, LLC

200 EAST 7TH STREET

AUBURN, IN 46706

$3.31B

Assets Under Management

Not reported

Total Clients

42

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Edison Byzyka’s Registration & Firm History

IN

03/29/2018 - Present

CX Institutional, LLC (AUBURN IN)

IN

11/02/2013 - 09/18/2020

LPL FINANCIAL LLC (AUBURN IN)

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Licenses & Designations

BC

Issued 11/20/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edison Byzyka.
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