Logan Cruz Byron
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Logan Cruz Byron is an investment adviser representative with Charles Schwab & Co., Inc. in Walnut Creek, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Artificial Mind, Inc. (dba Socratics.ai)Aug 2025 – Aug 2025Livermore, CA
- Artificial Mind, Inc. (dba Socratics.ai)May 2025 – Aug 2025Livermore, CA
- Leeds School of BusinessOct 2023 – Dec 2024Boulder, CO
- Herbst Academic CenterOct 2023 – Dec 2024Boulder, CO
- Charles Schwab & Co., Inc.Sep 2025 – no end date reportedWalnut Creek, CA
- Morgan StanleyJun 2023 – Aug 2023Orinda, CA
- Morgan StanleyJul 2022 – Aug 2022Orinda, CA
- Plucked Chicken & BeerMay 2020 – Aug 2020Pleasanton, CA
- Plucked Chicken & BeerJan 2019 – May 2019San Ramon, CA
- Paris BaguetteSep 2017 – May 2018Dublin, CA
- ShiptFeb 2021 – Apr 2021Birmingham, AL
- Full Time EducationAug 2015 – May 2019Dublin, CA
- Full Time EducationAug 2019 – May 2025Boulder, CO
- Charles Schwab BankSep 2025 – no end date reportedWalnut Creek, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Logan Cruz Byron 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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