Michael Byrne, financial advisor Newport Beach CA
90 score

Michael Byrne

CRD Number: 6047772
Current Firm: Mml Investors Services, LLC

Michael Byrne (CRD# 6047772) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investor Services Newport Beach, CA Jan 2016 - Current < 1
Mass Mutual Newport Beach, CA Oct 2015 - Current 1
Thrivent Financial For Lutherans San Diego, CA Dec 2012 - Sep 2015 2
Thrivent Investment Managment Inc. San Diego, CA Apr 2012 - Sep 2015 3
Thrivent Financial San Diego, CA Sep 2011 - Nov 2012 1
University Of San Diego San Diego, CA Sep 2009 - May 2012 2
Law Offices Of Namanny, Byrne And Owens Laguna Hills, CA Jun 2010 - Sep 2010 < 1
Law Offices Of Namanny, Byrne And Owens Laguna Hills, CA Jun 2009 - Sep 2009 < 1
Palomar Community College San Marcos, CA Jun 2007 - Sep 2009 2
Escondido Charter High School San Marcos, CA May 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Michael W. Byrne
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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