Adviser and broker representative · Bridgewealth Advisory Group, LLC
Roger W. Byrd
CRD 1738616 · Fresno, CA
At a glance
Roger W. Byrd is an investment adviser representative with Bridgewealth Advisory Group, LLC in Fresno, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roger’s SEC record dates to 1997, about 29 years ago. Roger is also registered as a broker representative.
Current advisory firm
- Bridgewealth Advisory Group, LLCSince August 2024Fresno, CA · $869M in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Roger’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
- 3 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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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.