Matthew Byrne (CRD# 5626657) is an Investment Advisor Representative working at M.k. Byrne & Company LLC in Parsippany, NJ and has over 15 years of experience in the finance industry. Matthew Byrne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M.k. Byrne & Company LLC | Parsippany, NJ | Jan 2020 - Current | 4 |
| Self Employed Cpa | Parsippany, NJ | Apr 2013 - Current | 11 |
| Cetera Advisors Llc/nicholas Pascarella & Company As Osj | Parsippany, NJ | Jul 2014 - Dec 2021 | 7 |
| Northwestern Mutual Investment Services, LLC | Morristown, NJ | Aug 2013 - Jul 2014 | < 1 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
- NJ
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Total Assets Under Management58MILLIONS
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Total Number of Accounts97ACCOUNTS
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Average Account Value$595,499
- 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
NJ
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