Anna Maria Eckert Byrne

Employer firm

Kendall Wealth LLC CRD 113901

$62.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2001 → Present
  Kendall Wealth Llc
  Randolph, MA
• 04/2009 → Present
  Eckert Byrne Llc
  Cambridge, MA

Other Businesses

COOK & ASSOCIATES, PC (LAW FIRM), 964 N. MAIN STREET, RANDOLPH, MA 02368, POSITION: OF COUNSEL; START DATE: JUNE 1, 2004; HOURS PER MONTH:45-60 HOURS; I PROVIDE LEGAL ADVICE RELATING TO TAX AND SMALL BUSINESS ISSUES; DUTIES: TO CLIENTS ONLY; RELATIONSHIP TO OTHER BUSINESS: COMPLETELY SEPARATE CLIENTS, BILLING, RECORDS, ETC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-10

Other Names

• Anna Maria Eckert