Chief Investment Officer · CX Institutional, LLC
Edison Byzyka
CRD 6150572 · Named on Form ADV at one SEC-registered adviser
At a glance
CX Institutional, LLC, an SEC-registered wealth manager based in Auburn, IN with $4.5 billion in regulatory assets, lists Edison Byzyka on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- CX Institutional, LLCChief Investment OfficerWealth manager · Auburn, IN · $4.5B in regulatory assets
AtlasMembers
Edison’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Thomas D. KehoeManaging Director, Wealth Manager, CX Institutional, LLC
- Stacy E. HeftyPresident, CX Institutional, LLC
- David W. HeftyChief Executive Officer, CX Institutional, LLC
- Christina L. NorthChief Financial Officer, CX Institutional, LLC
- Kyle B. OstingChief Compliance Officer, General Counsel, CX Institutional, LLC
2 more people named with Edison on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.