Liam Byrne (CRD# 6986696) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 3 years of experience in the finance industry.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Matawan, NJ | Nov 2019 - Current | 4 |
| Atlas Private Wealth Advisors | Cliffwood, NJ | Nov 2019 - Current | 4 |
| Unemployed | Middletown, NJ | Jun 2019 - Oct 2019 | < 1 |
| The College Of New Jersey | Ewing, NJ | Aug 2015 - May 2019 | 3 |
| Investors Bank | Iselin, NJ | Jun 2018 - Aug 2018 | < 1 |
| Bayshore Middle School & Red Bank Catholic High School | Middletown, NJ | Jan 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- NJ
- NC
-
Total Assets Under Management558MILLIONS
-
Total Number of Accounts2,167ACCOUNTS
-
Average Account Value$257,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.