William R. Turecamo

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CRD#: 1728980

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Robert Turecamo, who also goes by Robert W Turecamo, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1988. William had worked at 6 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Robert W Turecamo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 16, 2014 - December 17, 2025

BYRNE ASSET MANAGEMENT, LLC

RIA

CRD#: 125221

KINGSTON, NJ

Past

June 6, 2007 - February 26, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

WASHINGTON DC, DC

Past

May 23, 2007 - February 26, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WASHINGTON DC, DC

Past

February 27, 2004 - June 16, 2005

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

BOSTON, MA

Past

February 5, 2004 - June 16, 2005

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

August 25, 2003 - September 5, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

FT LAUDERDALE, FL

Past

June 18, 2001 - May 9, 2003

KPMG INVESTMENT ADVISORS

RIA

CRD#: 111778

NEW YORK, NY

Past

July 31, 1993 - February 14, 2001

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

September 20, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BYRNE ASSET MANAGEMENT, LLC

CRD#: 125221 / SEC#: 801-61943

RIA

Registered Investment Advisory firm - (4/7/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/4/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/13/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/4/2004

General Securities Representative Examination

Current Firm

BYRNE ASSET MANAGEMENT, LLC

CRD#: 125221 / SEC#: 801-61943

RIA

Registered Investment Advisory firm - (4/7/2003 Approved)

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Contact information

Main Address

4420 Nj 27 Suite C 3, Kingston, NJ 08528

Mailing Address

Phone number

(609) 497-1776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 268,699,815

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William R. Turecamo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

CITIGROUP GLOBAL MARKETS INC.

KPMG INVESTMENT ADVISORS

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

BYRNE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2014

Series 66

Date: 3/4/2004

Series 63

Date: 2/13/1989

Series 7

Date: 2/4/2004

Current Firm

BYRNE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

BYRNE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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