Matthew K. Byrne

M.K. BYRNE & CO. LLC

Parsippany, NJ 07054

Some features on this profile are disabled

CRD#: 5626657

Professional summary

Matthew Kieran Byrne, CFP® is a registered financial advisor currently at M.K. BYRNE & CO. LLC located in Parsippany, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

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.

NAME OF OBA: FIXED INSURANCE WITH VARIOUS COMPANIES; ADDRESS OF OBA: PARSIPPANY, NJ 07054; NATURE: FIXED INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: AGENT; DUTIES: LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE; START DATE: 09/2016; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Kieran 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^®

Certified Financial Planner

Start date: 2015

Experience

Current

March 12, 2020 - Present

M.K. BYRNE & CO. LLC

Office #1: 2001 Route 46 Suite 211, Parsippany, NJ 07054

RIA

CRD#: 306382

Parsippany, NJ

Past

August 8, 2014 - December 31, 2021

CETERA ADVISORS LLC

RIA

CRD#: 10299

PARSIPPANY, NJ

Past

August 7, 2014 - December 31, 2021

CETERA ADVISORS LLC

CRD#: 10299

PARSIPPANY, NJ

Past

September 26, 2013 - July 24, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MORRISTOWN, NJ

Past

August 27, 2013 - July 24, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MORRISTOWN, NJ

Past

February 4, 2009 - April 15, 2013

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

ROSELAND, NJ

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

New Jersey
(3/12/2020)

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

Series 63

Date: 2/9/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/3/2009

General Securities Representative Examination

Current Firm

M.K. BYRNE & CO. LLC

CRD#: 306382 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/12/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2001 Route 46 Suite 211, Parsippany, NJ 07054

Mailing Address

Phone number

(973) 265-2905

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 76,889,913

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.

Similar Advisors

Sungmin Ryan Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Florham Park, NJ

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Anita Srivastava

MORGAN STANLEY

IAR

Paramus, NJ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew K. Byrne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

M.K. BYRNE & CO. LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

GLEACHER & COMPANY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/9/2009

SIE

Date: 10/1/2018

Series 7

Date: 2/3/2009

Current Firm

M.K. BYRNE & CO. LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

M.K. BYRNE & CO. LLC

TRUST BUT VERIFY

Similar Advisors