Joseph G. Byrne
BYRNE FINANCIAL FREEDOM | CEO
Franklin, MA 02038
Some features on this profile are disabled
CRD#: 1901015
Professional summary
Joseph Gerard Byrne is a registered financial advisor currently at BYRNE FINANCIAL FREEDOM, LLC located in Franklin, Massachusetts and LPL FINANCIAL LLC located in Fort Myers, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Joseph has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 27 exams.
Question & Answer
What are your service offerings?
Insurance
Financial planning
Trading individual securities
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
50K
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. 01/06/2006: Byrne Financial Freedom - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 2. 12/01/2008: Commonwealth of MASS - Notary Public - INV REL - At Reported Business Location(s) - 5% Time Spent 3. 05/22/2009: BCK Holdings LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - 10% Time Spent - Office space to approximately 3-4 lawyers 4. 12/11/2013: Byrne Financial Freedom, LLC - Registered Investment Advisor DBA - DBA: (HYBRID) Byrne Financial Freedom, LLC - INV REL - At Reported Business Location(s) - 95% Time Spent - I provide investment advisory services through Byrne Financial Freedom, LLC, an independent investment advisor firm. I started this business activity in December, 2013. I expect to spend approximately 95% of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 7/9/2014 - BCK Holdings LLC - Investment Related - 11 East Street, Franklin, MA 02038 - Real Estate Rental - Started 07/01/2014 - 5 Hours Per Month/0 Hours During Securities Trading. 6. 1/26/2022 - Byrne Financial Freedom - DBA: The Byrne Financial Freedom Team - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/3/2006 - 40 Hours Per Month/40 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Gerard Byrne's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 7, 2013 - Present
BYRNE FINANCIAL FREEDOM, LLC
Office #1: 11 East Street, Franklin, MA 02038RIA
CRD#: 167893
Franklin, MA
Current
February 3, 2006 - Present
LPL FINANCIAL LLC
Office #1: 10012 Gulf Center Dr Ste 4, Fort Myers, FL 33913Office #2: 11 East St., Franklin, MA 02038-2110RIA
BD
CRD#: 6413
Fort Myers, FL
Past
February 3, 2006 - October 29, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
BONITA SPRINGS, FL
Past
June 14, 2002 - February 9, 2006
ADVEST, INC.
BD
CRD#: 10
HARTFORD, CT
Past
March 9, 2002 - June 27, 2002
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
February 2, 2000 - March 9, 2002
TUCKER ANTHONY INCORPORATED
BD
CRD#: 837
BOSTON, MA
Past
March 31, 1997 - February 24, 2000
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
January 22, 1992 - March 31, 1997
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
June 25, 1991 - December 31, 1991
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
Past
January 24, 1989 - June 19, 1991
FIDELITY DISTRIBUTORS CORPORATION
BD
CRD#: 6848
SMITHFIELD, RI
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".
BF
BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC
CRD#: 167893 / SEC#: 801-107534
RIA
Registered Investment Advisory firm - (3/28/2016 Approved)Florida
Registered Investment Advisory firm - (4/5/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (4/5/2016 Terminated)New Hampshire
Registered Investment Advisory firm - (4/13/2016 Terminated)New York
Registered Investment Advisory firm - (4/5/2016 Terminated)Rhode Island
Registered Investment Advisory firm - (4/5/2016 Terminated)Texas
Registered Investment Advisory firm - (4/5/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/13/2009)
RR
California(10/27/2010)
RR
Colorado(9/23/2009)
RR
Connecticut(2/3/2006)
RR
Delaware(1/19/2016)
RR
Florida(2/3/2006)
IAR
Florida(6/25/2013)
RR
Georgia(5/5/2015)
RR
Illinois(6/5/2017)
RR
Maine(2/3/2006)
RR
Maryland(6/5/2013)
RR
Massachusetts(2/3/2006)
IAR
Massachusetts(8/19/2013)
RR
Minnesota(8/21/2017)
RR
Missouri(5/29/2018)
RR
Nevada(1/16/2019)
RR
New Hampshire(2/3/2006)
IAR
New Hampshire(3/14/2016)
RR
New Jersey(2/3/2006)
RR
New York(2/3/2006)
RR
North Carolina(7/31/2014)
RR
Ohio(2/24/2006)
RR
Oregon(1/5/2010)
RR
Pennsylvania(1/19/2016)
IAR
Pennsylvania(3/29/2016)
RR
Rhode Island(2/9/2006)
IAR
Rhode Island(4/3/2015)
RR
South Carolina(2/5/2016)
RR
Tennessee(6/24/2015)
RR
Texas(8/25/2009)
IAR
Texas(6/7/2013)
RR
Vermont(1/6/2012)
RR
Virginia(1/7/2015)
RR
West Virginia(12/12/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC
CRD#: 167893 / SEC#: 801-107534
RIA
Registered Investment Advisory firm - (3/28/2016 Approved)Florida
Registered Investment Advisory firm - (4/5/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (4/5/2016 Terminated)New Hampshire
Registered Investment Advisory firm - (4/13/2016 Terminated)New York
Registered Investment Advisory firm - (4/5/2016 Terminated)Rhode Island
Registered Investment Advisory firm - (4/5/2016 Terminated)Texas
Registered Investment Advisory firm - (4/5/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11 East Street, Franklin, MA 02038
Mailing Address
Phone number
(508) 528-9366
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,657 |
| AUM (Assets Under Management) | $ 435,738,200 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BYRNE FINANCIAL FREEDOM, LLC
CEOCRD#: 167893Franklin, MA 02038TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
