Roger Byrd has been an investment adviser representative at Bridgewealth Advisory Group since August 2024, and is not listed among the firm’s executive officers or direct owners.
Bridgewealth Advisory Group, LLC is a Fresno, CA firm with $869M under management, 793 clients and 5 advisers in one office, as of its March 2026 filing.
Roger Byrd’s longest registration was 13 years at Cetera Advisor Networks LLC (2009–2023). Before joining Bridgewealth Advisory Group in 2024, Roger Byrd was registered through Cetera Investment Advisers LLC and Cetera Advisor Networks LLC.
- – present · 2 yearsFresno, CA · Adviser representative · Firm CRD 293514
- Cetera Investment Advisers LLC– · 1 yearFresno, CA · Adviser representative · Firm CRD 105644
- Cetera Advisor Networks LLC– · 13 yearsFresno, CA · Adviser representative · Firm CRD 13572
- Citigroup Global Markets Inc.– · 11 yearsFresno, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Roger Byrd is registered as an investment adviser representative in California, since August 2024.
- CaliforniaSince 20 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 19 December 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 1988 |
| Series 7 | General Securities Representative Examination | 19 September 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Roger William Byrd
- CRD
- 1738616
- Firm
- Bridgewealth Advisory Group · CRD 293514
- Office
- 986 WEST ALLUVIAL AVE., SUITE 101, Fresno, CA 93711
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1987
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Roger Byrd work?
Roger Byrd is an investment adviser representative registered through Bridgewealth Advisory Group, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Roger Byrd a financial advisor?
Yes. Roger Byrd has a current investment-adviser registration in California, through Bridgewealth Advisory Group since August 2024.
How many years of experience does Roger Byrd have?
Roger Byrd has 38 years in the financial industry, since October 1987, across 4 adviser firms.
What exams has Roger Byrd passed?
Roger Byrd has passed 3 licensing exams: the Series 7, Series 63 and Series 3. The earliest, the Series 7, was passed in September 1987. FINRA credited Roger Byrd with the SIE, which began in October 2018.
Where did Roger Byrd work before Bridgewealth Advisory Group?
Before Bridgewealth Advisory Group, Roger Byrd was registered through Cetera Advisor Networks LLC, November 2009 to June 2023; Citigroup Global Markets Inc., July 1997 to May 2009.
Where is Roger Byrd based?
Roger Byrd’s registered office is in Fresno, CA.
Is Roger Byrd registered with FINRA?
Yes. Roger Byrd has a current broker registration, under CRD 1738616.
Source: FINRA BrokerCheck
How can I verify Roger Byrd’s record?
Search CRD 1738616 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Roger Byrd’s full registration record.