Kevin M. Byrne
BYRNE & COMPANY WEALTH MANAGEMENT
OLYMPIA, WA 98501
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CRD#: 3220588
Professional summary
Kevin M Byrne, CFP®, who also goes by Kevin Byrne, is a registered financial advisor currently at BYRNE & COMPANY WEALTH MANAGEMENT, LLC located in Olympia, Washington.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kevin has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Biography
You are our firm’s singular focus. We’re dedicated solely to the development and maintenance of your financial plan and the management of your resources. Because we’re not annuity salespeople, life insurance agents, loan officers, stockbrokers, or bankers we’re able to maintain our focus squarely on you, your plan, and your resources. More importantly, we are in a position to provide unbiased, independent recommendations in those areas more suited to commissioned salespeople.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Hourly
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Kevin 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.
Byrne & Company Real Estate LLC, Not investment-related, Address: PO Box 1036, Olympia, WA 98507, Nature: Owns office building, Position: Managing Member, Relationship: 50% Owner, Start Date: 2020, Hours/Month: 2-4, Market Hours/Week: 0 Buoy 10 LLC, Not investment-related, Address: 2946 Central St SE, Olympia, WA 98501, Nature: Owns office building, Position: Managing Member, Relationship: 50% Owner, Start Date: 2021, Hours/Month: 5-10, Market Hours/Week: 0 Trajectory Properties, LLC, Not investment-related, Address: 2946 Central St SE, Olympia, WA 98501, Nature: Real Estate investments, Position: Managing Member, Relationship: 50% Owner, Start Date: 2020, Hours/Month: 0, Market Hours/Week: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin M 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®
CFP®
Start date: 2006
Experience
Current
July 9, 2012 - Present
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
Office #1: 611 Columbia St Nw, #2d, Olympia, WA 98501RIA
CRD#: 160581
OLYMPIA, WA
Past
June 1, 2009 - July 11, 2012
MORGAN STANLEY
RIA
CRD#: 149777
OLYMPIA, WA
Past
June 1, 2009 - July 11, 2012
MORGAN STANLEY
BD
CRD#: 149777
OLYMPIA, WA
Past
April 10, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
OLYMPIA, WA
Past
January 28, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
OLYMPIA, WA
Past
June 8, 1999 - February 26, 2002
NYLIFE SECURITIES LLC
BD
CRD#: 5167
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 & COMPANY WEALTH MANAGEMENT, LLC
BYRNE & COMPANY WEALTH MANAGEMENT, LLC | THE WEALTH MANAGEMENT FIRM, LLC | THE WEALTH MANAGEMENT FIRM
CRD#: 160581 / SEC#: 801-123593
RIA
Registered Investment Advisory firm - (4/1/2022 Approved)Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)Washington
Registered Investment Advisory firm - (6/6/2022 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.Highlighted states indicate IAR registrations
IAR
Texas(11/21/2017)
IAR
Washington(7/9/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
BYRNE & COMPANY WEALTH MANAGEMENT, LLC | THE WEALTH MANAGEMENT FIRM, LLC | THE WEALTH MANAGEMENT FIRM
CRD#: 160581 / SEC#: 801-123593
RIA
Registered Investment Advisory firm - (4/1/2022 Approved)Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)Washington
Registered Investment Advisory firm - (6/6/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
611 Columbia Street Nw, #2d, Olympia, WA 98501
Mailing Address
Po Box 1036, Olympia, WA 98507
Phone number
(360) 338-0645
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 427 |
| AUM (Assets Under Management) | $ 124,698,837 |
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.
