Harvey Byrd has been an investment adviser representative at Lombard Advisers since June 2018, and is not listed among the firm’s executive officers or direct owners.
Lombard Advisers Incorporated is a Baltimore, MD firm with $670M under management, 985 clients and 30 advisers across 24 offices, as of its March 2026 filing.
Harvey Byrd’s longest registration was 9 years at MML Investors Services, LLC (2009–2018). Before joining Lombard Advisers in 2018, Harvey Byrd was registered through MML Investors Services, LLC and Court Place Advisors LLC.
- – present · 8 yearsLutherville, MD · Adviser representative · Firm CRD 108231
- MML Investors Services, LLC– · 9 yearsHunt Valley, MD · Adviser representative · Firm CRD 10409
- Court Place Advisors LLC– · 2 yearsEllicott City, MD · Adviser representative · Firm CRD 108545
Investment adviser representative registrations
Harvey Byrd is registered as an investment adviser representative in Maryland, since June 2018.
- MarylandSince 21 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 2010 |
| Series 7 | General Securities Representative Examination | 21 January 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 August 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Harvey Clifford Byrd
- CRD
- 5202142
- Firm
- Lombard Advisers · CRD 108231
- Office
- Lutherville, MD
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Harvey Byrd work?
Harvey Byrd is an investment adviser representative registered through Lombard Advisers Incorporated since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Harvey Byrd a financial advisor?
Yes. Harvey Byrd has a current investment-adviser registration in Maryland, through Lombard Advisers since June 2018.
How many years of experience does Harvey Byrd have?
Harvey Byrd has 20 years in the financial industry, since September 2006, across 3 adviser firms.
What exams has Harvey Byrd passed?
Harvey Byrd has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in August 2006. FINRA credited Harvey Byrd with the SIE, which began in October 2018.
Where did Harvey Byrd work before Lombard Advisers?
Before Lombard Advisers, Harvey Byrd was registered through MML Investors Services, LLC, February 2009 to June 2018; Court Place Advisors LLC, August 2006 to December 2008.
Where is Harvey Byrd based?
Harvey Byrd’s registered office is in Lutherville, MD.
Is Harvey Byrd registered with FINRA?
Yes. Harvey Byrd has a current broker registration, under CRD 5202142.
Source: FINRA BrokerCheck
How can I verify Harvey Byrd’s record?
Search CRD 5202142 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Harvey Byrd’s full registration record.