Matthew W. Byrne

BREAN CAPITAL | Senior Vice President–Wealth Management

Summit, NJ 07901

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CRD#: 2553465

Professional summary

Matthew Walter Byrne, who also goes by Matthew Walter Byrne, is a registered financial professional currently at BREAN CAPITAL, LLC located in Summit, New Jersey.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1995. Matthew has worked at 12 firms and has passed the Series 66, Series 63, Series 79TO, Series 72, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matthew Walter Byrne

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) - BD

Click below to view Matthew Walter 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®

None

Experience

Current

November 12, 2024 - Present

BREAN CAPITAL, LLC

Office #1: 382 Springfield Avenue Suite 517, Summit, NJ 07901

CRD#: 23723

Summit, NJ

Past

February 17, 2020 - November 27, 2024

UBS SECURITIES LLC

CRD#: 7654

Short Hills, NJ

Past

January 24, 2020 - November 12, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SHORT HILLS, NJ

Past

January 24, 2020 - November 12, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SHORT HILLS, NJ

Past

May 14, 2019 - January 14, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

FLORHAM PARK, NJ

Past

December 12, 2018 - January 14, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

FLORHAM PARK, NJ

Past

September 1, 2018 - December 13, 2018

BMO CAPITAL MARKETS CORP.

CRD#: 16686

NEW YORK, NY

Past

March 14, 2016 - September 1, 2018

KGS-ALPHA CAPITAL MARKETS, L.P.

CRD#: 151705

NEW YORK, NY

Past

June 7, 2007 - February 2, 2016

HAPOALIM SECURITIES USA, INC.

CRD#: 266

NEW YORK, NY

Past

September 20, 2000 - June 26, 2007

RYAN BECK & CO.

CRD#: 3248

FLORHAM PARK, NJ

Past

December 1, 1999 - February 25, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 7, 1997 - June 25, 1999

CANTOR FITZGERALD SECURITIES

CRD#: 19660

NEW YORK, NY

Past

February 3, 1997 - June 25, 1999

MINT BROKERS

CRD#: 13681

NEW YORK, NY

Past

June 5, 1995 - February 3, 1997

CANTOR FITZGERALD SECURITIES

CRD#: 19660

NEW YORK, NY

Past

January 11, 1995 - February 3, 1997

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

State Registrations and Notice Filings

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

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

California
(9/4/2025)

Colorado
(11/4/2025)

Connecticut
(1/14/2025)

District of Columbia
(3/18/2025)

Florida
(11/4/2025)

Georgia
(10/30/2025)

Hawaii
(3/13/2025)

Illinois
(11/26/2024)

Indiana
(11/4/2025)

Iowa
(6/9/2025)

Maryland
(3/7/2025)

Massachusetts
(5/30/2025)

Minnesota
(11/4/2025)

Missouri
(11/26/2024)

Montana
(11/4/2025)

New Jersey
(11/12/2024)

New Mexico
(3/7/2025)

New York
(11/12/2024)

Ohio
(11/4/2025)

Oklahoma
(11/26/2024)

Pennsylvania
(12/4/2024)

South Carolina
(11/4/2025)

Texas
(11/26/2024)

Virginia
(11/26/2024)

Wisconsin
(11/4/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 5/14/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 72

Date: 1/2/2023

Government Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/10/2008

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

BREAN CAPITAL, LLC

BREAN CAPITAL, LLC | NATIONAL LIQUIDATORS, INC | CARRET SECURITIES, LLC | CARRET SECURITIES, INC. | BREAN MURRAY, CARRET & CO., LLC.

CRD#: 23723 / SEC#: , 8-40742

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

505 Fifth Avenue 5th Floor, New York, NY 10017

Mailing Address

505 Fifth Avenue 5th Floor, New York, NY 10017

Phone number

(212) 702-6500

Established

Delaware since 02/03/2000

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BMUR HOLDINGS, LLC	HOLDING COMPANY
HUNT FS HOLDINGS III, LLC	HOLDING COMPANY
ALLURED LLC	HOLDING COMPANY
LIZINATOR LLC	HOLDING COMPANY
BREAN CAPITAL HOLDINGS, LLC	HOLDING COMPANY
CORWEN, STEPHEN MILLER	HEAD OF MBS/ABS SALES	2943061
FINE, ROBERT MICHAEL	CHIEF EXECUTIVE OFFICER	1450313
GUZMAN, JEFFREY M	CHIEF COMPLIANCE OFFICER	3095123
LAMARSH, JONATHAN ANDREW	PRINCIPAL OPERATIONS OFFICER	5436335
MACKLIN, JOHN TIMOTHY	PRINCIPAL OPERATIONS OFFICER	1446800
SARABELLA, ARNOLD	CHIEF FINANCIAL OFFICER AND PRINCIPAL FINANCIAL OFFICER	1717059
TIRSCHWELL, ROBERT MOYSE	EXECUTIVE MANAGING DIRECTOR	2230453

Disclosures

Regulatory Event

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Matthew W. Byrne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Walter Byrne's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BMO CAPITAL MARKETS CORP.

KGS-ALPHA CAPITAL MARKETS, L.P.

HAPOALIM SECURITIES USA, INC.

RYAN BECK & CO.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CANTOR FITZGERALD SECURITIES

MINT BROKERS

CANTOR FITZGERALD SECURITIES

CANTOR FITZGERALD & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/14/2019

Series 63

Date: 1/20/1995

Series 79TO

Date: 1/2/2023

Series 72

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/12/1994

Series 24

Date: 9/10/2008

FINRA

Nasdaq Stock Market

Current Firm

BREAN CAPITAL, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

BREAN CAPITAL, LLC

TRUST BUT VERIFY

Contact information

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