Matthew Byrne (CRD# 7032873) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Naperville, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Naperville, IL | Sep 2021 - Current | 2 |
Edward Jones | St Louis, MO | Nov 2018 - Sep 2021 | 2 |
Unemployed | Elmhurst, IL | Jun 2018 - Nov 2018 | < 1 |
Group One Trading, LP | Chicago, IL | Nov 2017 - Jun 2018 | < 1 |
Laz Parking | Chicago, IL | Jun 2017 - Nov 2017 | < 1 |
Laz Parking | Santa Ana, CA | Feb 2017 - Jun 2017 | < 1 |
Mediamix365 | Santa Ana, CA | Mar 2017 - May 2017 | < 1 |
Full-time Education | Chicago, IL | Aug 2016 - Jan 2017 | < 1 |
Milliman Inc. | Chicago, IL | Jun 2016 - Aug 2016 | < 1 |
Full-time Education | Chicago, IL | Mar 2016 - Jun 2016 | < 1 |
Lou Malnati's | Elmhurst, IL | Jan 2016 - Mar 2016 | < 1 |
Microcenter | Westmont, IL | Nov 2015 - Dec 2015 | < 1 |
Darien Sportsplex | Darien, IL | Sep 2015 - Oct 2015 | < 1 |
Dick's Sporting Goods | Lombard, IL | Feb 2015 - Jul 2015 | < 1 |
Full-time Education | Chicago, IL | Dec 2014 - Feb 2015 | < 1 |
Jimmy John's | Elmhurst, IL | Sep 2014 - Dec 2014 | < 1 |
River Forest Country Club | Elmhurst, IL | May 2014 - Sep 2014 | < 1 |
Full-time Education | Champaign, IL | Aug 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- IL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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