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Philip Rees Brody

BYRON FINANCIAL, LLC·CHARLOTTE, North Carolina
Unclaimed Profile
6100 FAIRVIEW ROAD, CHARLOTTE, NC 28210CRD# 4454110Firm CRD# 141893
01

About

Philip Rees Brody is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with BYRON FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BYRON FINANCIAL, LLC
BYRON FINANCIAL, LLC
AUM
$600M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BYRON FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4454110
Firm CRD# 141893
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Rees Brody offer?
Philip Rees Brody specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Philip Rees Brody's credentials?
Philip Rees Brody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Rees Brody located?
Philip Rees Brody is based in CHARLOTTE, North Carolina, working with BYRON FINANCIAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Philip Rees Brody charge for services?
Philip Rees Brody'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 BYRON FINANCIAL, LLC?
BYRON FINANCIAL, LLC has approximately 6 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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