Adviser and broker representative · Charles Schwab & Co., Inc.

Byron E. Sheffield

CRD 6542046 · Clearwater, FL

At a glance

Byron E. Sheffield is an investment adviser representative with Charles Schwab & Co., Inc. in Clearwater, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Byron’s SEC record dates to 2016, about 10 years ago. Byron is also registered as a broker representative.

Current advisory firm

Charles Schwab & Co., Inc.Since January 2025Clearwater, FL · $0M in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: None on file
Exams: Series 65, Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Byron’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 4 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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