Unclaimed Profile

Edison Byzyka

CX INSTITUTIONAL, LLC·AUBURN, Indiana

SIE, Series 7, Series 63, Series 65CFAClean record13 years registeredCX INSTITUTIONAL, LLC

200 EAST 7TH STREET, AUBURN, IN 46706CRD# 6150572Firm CRD# 292627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edison Byzyka · AUBURN, IN

Registration

CRD #6150572 · CX INSTITUTIONAL, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Mar 2018 – present

CXI ADVISORS, LLC

May 2019 – Sep 2020

AUBURN, IN

HEFTY WEALTH PARTNERS

Mar 2013 – Aug 2018

AUBURN, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 4, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CX INSTITUTIONAL, LLC

CRD 292627 · SEC 801-112742

AUM

$3.3B

Regulatory assets under management

Employees

10,540 client accounts

Services offered by CX INSTITUTIONAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CX INSTITUTIONAL, LLC →

Introduction

Speak with Edison

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edison is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUBURN?

Browse all registered financial advisors in AUBURN, Indiana or claim this profile if it's yours.

Browse AUBURN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Edison Byzyka offer?

Edison Byzyka specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUBURN, Indiana for a consultation.

What are Edison Byzyka's credentials?

Edison Byzyka holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edison Byzyka located?

Edison Byzyka is based in AUBURN, Indiana, working with CX INSTITUTIONAL, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.

How does Edison Byzyka charge for services?

Edison Byzyka's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CX INSTITUTIONAL, LLC?

CX INSTITUTIONAL, LLC has approximately 85 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →