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Daniel Robert Bystrom

Investment Adviser Representative at WEALTHSPIRE RETIREMENT ADVISORY

Planiview, NYCRD #3241599Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
2 states
Exams Passed
6

Professional summary

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

Daniel Robert Bystrom has worked in the securities industry since 2012. They have passed the Series 63, 55, 24, 7, and 3 examinations. They are registered to provide investment advisory services in New York and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New YorkTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/22/2015
SIE
Securities Industry Essentials Examination
Passed 3/6/2017
Series 7
General Securities Representative Examination
Passed 6/26/2015
Series 3
National Commodity Futures Examination
Passed 6/25/2010
Series 55
Limited Representative-Equity Trader Exam
Passed 5/5/2010
Series 24
General Securities Principal Examination
Passed 7/16/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthspire Retirement Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHSPIRE RETIREMENT ADVISORYCurrent
5/26/2022 – Planiview, NY
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLCCurrent
9/6/2021 – Plainview, NY
CLSA AMERICAS, LLC
6/27/2015 – 3/6/2017New York, NY
MF GLOBAL INC.
4/6/2010 – 12/5/2011New York, NY
BNP PARIBAS SECURITIES CORP.
3/10/2006 – 3/27/2007New York, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
8/12/1999 – 3/23/2004New York, NY

Official records & sources

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

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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. Daniel Robert Bystrom 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.

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Daniel Robert Bystrom - Financial Advisor in Planiview, NY | AdvisorFinder