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Harvey Byrd

Lombard Advisers Incorporated
20 Years of Experience
Lutherville, MD
BrokerSells Insurance
View SEC Summary
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Harvey Byrd is a registered investment advisor at Lombard Advisers Incorporated, based in Lutherville, MD, with 20 years of industry experience. Harvey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 985 clients with $670M in assets under management.

Lombard Advisers Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
985 clients
Average Client Portfolio
$680K average
Assets Under Management
$669.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$1.0M - $3.0M1.00%
$3.0M - $10.0M0.75%
$10M+0.75%

Fees are negotiable and may be lower based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lutherville, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Harvey operates under the DBA Byrd Wealth Management since 2023. He is also an insurance agent selling life, disability, and long-term care insurance, taking about half of his time.

Employment History
Current Registrations
Lombard Advisers Incorporated
June 2018 - Present · 8 yrs 4 mos
Lombard Securities Incorporated
June 2018 - Present · 8 yrs 4 mos
Lombard Securities IncorporatedBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Lombard Advisers Incorporated
June 2018 - June 2018 · 0 mos
MML Investors Services, LLC
February 2009 - June 2018 · 9 yrs 4 mos
MML Investors Services, LLCBroker
January 2009 - June 2018 · 9 yrs 5 mos
Court Place Advisors LLC
August 2006 - December 2008 · 2 yrs 4 mos
State Registrations18 states
CACOCTDCDEFLIAMDMENJNYOHPATNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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