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Donna Ann Byrne

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama
SIE, Series 7, Series 24, Series 66Clean record20 years registeredBRIDGEWORTH, LLC
3800 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 4183151Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna Ann Byrne · BIRMINGHAM, AL
Registration
CRD #4183151 · BRIDGEWORTH, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BRIDGEWORTH, LLC
BRIDGEWORTH, LLC
Feb 2015 – Dec 2018
BIRMINGHAM, AL
STERNE AGEE ASSET MANAGEMENT, INC.
Aug 2010 – Jan 2015
BIRMINGHAM, AL
SYNOVUS SECURITIES, INC.
Feb 2006 – Dec 2009
COLUMBUS, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · February 13, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIDGEWORTH, LLC
CRD 164100 · SEC 801-76956
AUM
—
Regulatory assets under management
Employees
0
Total firm employees
Services offered by BRIDGEWORTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRIDGEWORTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Donna Ann Byrne offer?
Donna Ann Byrne specializes in Financial Planning, Investment Management.
What are Donna Ann Byrne's credentials?
Donna Ann Byrne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Ann Byrne located?
Donna Ann Byrne is based in BIRMINGHAM, Alabama, last registered with BRIDGEWORTH, LLC.
How does Donna Ann Byrne charge for services?
Donna Ann Byrne's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGEWORTH, LLC?
BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Research
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