Brian J. Arena

BYRNE ASSET MANAGEMENT

KINGSTON, NJ 08528

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CRD#: 7207070

Professional summary

Brian John Arena is a registered financial advisor currently at BYRNE ASSET MANAGEMENT, LLC located in Kingston, New Jersey.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 1 firm and has passed the Series 65 exam.

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 Brian John Arena's CRS (Customer Relationship Summary).

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

January 22, 2020 - Present

BYRNE ASSET MANAGEMENT, LLC

Office #1: 4420 Nj 27 Suite C 3, Kingston, NJ 08528

RIA

CRD#: 125221

KINGSTON, NJ

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 ASSET MANAGEMENT, LLC

CRD#: 125221 / SEC#: 801-61943

RIA

Registered Investment Advisory firm - (4/7/2003 Approved)

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
(1/22/2020)

IAR

Texas
(6/4/2024)

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

IAR

Series 65

Date: 1/10/2020

Uniform Investment Adviser Law Examination

Current Firm

BYRNE ASSET MANAGEMENT, LLC

CRD#: 125221 / SEC#: 801-61943

RIA

Registered Investment Advisory firm - (4/7/2003 Approved)

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Contact information

Main Address

4420 Nj 27 Suite C 3, Kingston, NJ 08528

Mailing Address

Phone number

(609) 497-1776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BYRNE ASSET MANAGEMENT, LLC (10/29/2025)

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 216,411,304

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.

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Brian J. Arena

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian John Arena's CRS (Customer Relationship Summary).

Certified licenses

Experience

BYRNE ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

BYRNE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2020

Current Firm

BYRNE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BYRNE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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