Patrick Edward Byrne

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2002 → Present
  Maximus Financial Services
  Nesconset, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. INDEPENDENT INSURANCE AGENT, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, FOR 6HR/WK & 4HRS EVENING/WKENDS, SINCE 5/2002; 2. HOST, INTERVIEW GUESTS AND SPEAK ABOUT CIVIC ISSUES RELATING TO THE LOCAL COMMUNITY ON WEEKLY PUBLIC ACCESS TELEVISION, 1HR/WEEKDAYS, SINCE 3/2008; 3. COMMERCIAL PROPERTY OWNER, IN NESCONSET, NY, UNDER NAME 207 SMITHTOWN BLV, LLC, FOR 0 HRS/ WK, SINCE 4/2011; 4. NAME OF OTHER BUSINESS: AFFILIATED WEALTH ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2016 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 1, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BRANDING AND MARKETING, DBA FOR FINANCIAL SERVICES 5. NAME OF OTHER BUSINESS: MAXIMUS FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2002 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: SMITHTOWN /BROOKHAVEN CIVIC ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 207 SMITHTOWN BLVD, NESCONSET, NY 11767; NATURE OF BUSINESS: CIVIC ASSOCIATION; START DATE: 02/2019; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ESTABLISH AND CONDUCT MEETINGS TO PROVIDE COMMUNITY INFO AND GATHER SUPPORT FOR LOCAL BEAUTIFICATION INITIATIVES; 7. NAME OF OTHER BUSINESS: ZUMA PAYROLL & PROCESSING, INVESTMENT RELATED: NO, ADDRESS: 175 BROAD HOLLOW ROAD, STE 190, MELVILLE, NY, 11747, NATURE OF BUSINESS: HR SERVICES, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: OUTSIDE SALES CONSULTANT, LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REFER PROSPECTS TO ZUMA FOR PAYROLL SERVICES; 8. NAME OF OTHER BUSINESS: TEAM WEHRHEIM 2025 INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: POLITICAL CAMPAIGN, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: CAMPAIGN MANAGER APX NUMBER OF HOURS PER WEEK: 4, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: ASSIST TOWN SUPERVISOR WITH CAMPAIGN ACTIVITIES SUCH AS CAMPAIGN STRATEGY, ORGANIZING VOLUNTEERS THAT CANVAS NEIGHBORHOODS AND MAKE PHONE CALLS ON BEHALF OF THE SUPERVISOR; 9. NAME OF OTHER BUSINESS: SMITHTOWN REPUBLICAN COMMITTEE; INVESTMENT RELATED: NO ADDRESS: 222 E MAIN ST SMITHTOWN, NY 11787 ; NATURE OF BUSINESS: NON-PROFIT; START DATE: 9/16/26; POSITION/TITLE/RELATIONSHIP: LCAL TWN CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: HOLD MTINGS, INTERVIEW CANDIDATES, FUNDRAISING, EDUCATE, RECRUIT NEW MEMBERS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1993-02-11