Last Updated: April 2026 (Dallas, Texas)
Markus Byrd Investigation Summary
Here’s what you need to know about Dallas, Texas, stockbroker Markus Gracen Byrd:
- Name: Mr. Markus Gracen Byrd
- Markus Byrd LinkedIn Profile
- Current Employer: Candor Wealth Management as Registered Investment Advisor (since 2024)
- Previous Firms: Kestra Investment Services , NFP Advisor Services, Invest Financial Corp., Ameriprise Financial Services, Invest Financial Corp., Veravest Investment Advisors, American Express Financial Advisors, IDS Life Insurance Company
- Function: Stock Broker / Financial Advisor
- Aliases: None
- Primary Location: Dallas, Texas
- CRD #2177376
- Can Markus Gracen Byrd be sued in FINRA arbitration: Yes
- Sanctioned by FINRA: No
- Largest Award or Settlement: $3.3 million
- Two Pending Customer Disputes
Discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Markus Byrd As Your Stockbroker?
Markus Byrd discloses 4 settlements with customers of Kestra Investment Services in 2024 and 2025. The products at issue were exchange traded notes (ETN) and alternative investments. The largest settlement of $3.3 million involved ETNs. Other settlements were $65,000, $705,000 and $210,000.
Two cases are currently pending and also involve ETNs and alternative investments. Specific damage amounts are not yet specified.
Allegations of Broker Misconduct Against Markus G. Byrd
A customer of Markus Gracen Byrd has alleged the following wrongdoing in connection with the handling of customer accounts:
- Unsuitable Investment Recommendation to purchase limited partnership interest.
- Unsuitable recommendations to purchase exchange traded notes
The Financial Industry Regulatory Authority (FINRA) is the agency that licenses and regulates stockbrokers and brokerage firms. FINRA requires brokers and brokerage firms to report customer complaints and disputes as well as regulatory sanctions. In addition brokers are required to disclose certain financial matters such as personal bankruptcies, judgments and liens.
More on REITs and Other Alternative Investments
Recover Your Investment Losses Now With Rex Securities Law
If you have suffered investment losses in an account handled by Markus Gracen Byrd, contact us for a complimentary consultation with an experience securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
June 2026 UPDATE: The Financial Advisor reports that a recently filed complaint alleges that Byrd used discretionary authority to purchase and hold iPath Series B S&P 500 VIX Short-Term Futures ETNs (symbol VXX) .
Firms We Have Pursued For Our Clients
With offices in Boca Raton, FL and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors and broker dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.