Brian W Byrne

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2005 → 09/2016
  Gilman & Ciocia
  Lake Ronkonkoma, NY
• 11/2013 → 09/2016
  National Securities Corporation
  Lake Ronkonkoma, NY
• 09/2016 → Present
  National Life
  Hauppauge, NY
• 09/2016 → Present
  Equity Services, Inc.
  Montpelier, VT

Other Businesses

*EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. AUG 2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS. DURING TRADE HRS. *MCINTOSH TAX AND ASSET MANAGEMENT GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. FEB 2025. INV REL. DATA ENTRY AND OFFICE ASSISTANT. ENTERING DATA AND COLLATING. DURING TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-02-12