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Matthew Kieran Byrne

Matthew K. Byrne

M.K. BYRNE & CO.
Parsippany, NJ 07054
Some features on this profile are disabled
CRD#: 5626657
Matthew Kieran Byrne

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.
The advisor shows no other business activity.

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

BD
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

BD
CRD#: 2881
MORRISTOWN, NJ
Past

February 4, 2009 - April 15, 2013

GLEACHER & COMPANY SECURITIES, INC.

BD
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)

Exams

State Security Law Exam
RR
Series 63
Date: 2/9/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/3/2009
General Securities Representative Examination

Current Firm

MB
M.K. BYRNE & CO. LLC
M.K. BYRNE & CO. LLC

CRD#: 306382 / SEC#:

New Jersey
Registered Investment Advisory firm - (3/12/2020 Approved)
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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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts116
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.

Company Information

M.K. BYRNE & CO. LLC

CRD#: 306382Parsippany, NJ 07054

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