Unclaimed Profile

Kevin M Byrne

BYRNE & COMPANY WEALTH MANAGEMENT, LLC·OLYMPIA, Washington

Series 6, Series 7, Series 63, Series 65Clean record24 years registeredBYRNE & COMPANY WEALTH MANAGEMENT, LLC

611 COLUMBIA STREET NW, #2D, OLYMPIA, WA 98501CRD# 3220588Firm CRD# 160581

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin M Byrne · OLYMPIA, WA

Registration

CRD #3220588 · BYRNE & COMPANY WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

Jul 2012 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2012

OLYMPIA, WA

CITIGROUP GLOBAL MARKETS INC.

Apr 2002 – Jun 2009

OLYMPIA, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

CRD 160581 · SEC 801-123593

AUM

$114M

Regulatory assets under management

Employees

418 client accounts

Services offered by BYRNE & COMPANY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BYRNE & COMPANY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin M Byrne offer?

Kevin M Byrne specializes in Financial Planning, Investment Management. Contact their office in OLYMPIA, Washington for a consultation.

What are Kevin M Byrne's credentials?

Kevin M Byrne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin M Byrne located?

Kevin M Byrne is based in OLYMPIA, Washington, working with BYRNE & COMPANY WEALTH MANAGEMENT, LLC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.

How does Kevin M Byrne charge for services?

Kevin M Byrne's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BYRNE & COMPANY WEALTH MANAGEMENT, LLC?

BYRNE & COMPANY WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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