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Byron David Stahl

Investment Adviser Representative at Headland Capital

Clifton Park, NYCRD #5933038Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Byron David Stahl is an investment adviser representative with Headland Capital in Clifton Park, NY, where they have been registered since 2024. They have worked in the securities industry since 2013 and have been registered with 4 firms, including LPL Financial LLC and Maryland Financial Group, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York and South Carolina.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York, South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/2/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 5/14/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/17/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/14/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Headland CapitalCurrent
12/17/2024 – Clifton Park, NY
LPL Financial LLC
3/14/2023 – 5/7/2026Clifton Park, NY
Maryland Financial Group, Inc.
2/9/2017 – 12/18/2024Clifton Park, NY
Transamerica Financial Advisors, Inc.
6/1/2015 – 5/11/2016Mount Pleasant, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial, LLC
    Apr 2016 – Jun 2026Clifton Park, NY
  2. Maryland Financial Group, Inc.
    Apr 2016 – Dec 2024Clifton Park, NY
  3. Headland Capital, LLC
    Dec 2024 – no end date reportedClifton Park, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Headland Capital

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First tier1.75%
  • Second tier1.50%
  • Above $1,500,000—

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting
Firm areas of expertise
Investment AdvisoryWealth ManagementFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
4
Main office:
Mt. Pleasant, SC
SEC file number:
801-130923

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 24, 2026

View full firm profile

Other advisors at Headland Capital

9 other advisors in the directory

View Headland Capital firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Byron David Stahl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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