AdvisorOS Directory
Claim Profile
BB

Brian Christopher Byrne

LEDERER & ASSOCIATES INVESTMENT COUNSEL·LONG BEACH, California
Unclaimed Profile
5305 EAST 2ND STREET, LONG BEACH, CA 90803-5317CRD# 6260707Firm CRD# 110376
01

About

Brian Christopher Byrne is a registered financial advisor based in LONG BEACH, California, affiliated with LEDERER & ASSOCIATES INVESTMENT COUNSEL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
LEDERER & ASSOCIATES INVESTMENT COUNSEL
LEDERER & ASSOCIATES INVESTMENT COUNSEL
AUM
$243M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEDERER & ASSOCIATES INVESTMENT COUNSEL →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6260707
Firm CRD# 110376
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LONG BEACH?

Browse all registered financial advisors in LONG BEACH, California or claim this profile if it's yours.

Browse LONG BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Christopher Byrne offer?
Brian Christopher Byrne specializes in Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.
What are Brian Christopher Byrne's credentials?
Brian Christopher Byrne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Christopher Byrne located?
Brian Christopher Byrne is based in LONG BEACH, California, working with LEDERER & ASSOCIATES INVESTMENT COUNSEL. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Brian Christopher Byrne charge for services?
Brian Christopher Byrne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEDERER & ASSOCIATES INVESTMENT COUNSEL?
LEDERER & ASSOCIATES INVESTMENT COUNSEL has approximately 3 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LONG BEACH
Darren Dworkin — SHV MANAGEMENT, LLCLarry Maxson — FINANCIAL SOLUTIONS GROUP LLCClyde Kendzierski — FINANCIAL SOLUTIONS GROUP LLCChristopher Kendzierski — FINANCIAL SOLUTIONS GROUP LLCSen Nmn Zhang — ELITE ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile