Charles Ralston Byrnes

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2008 → 06/2024
  American Portfolios
  Newburyport, MA
• 06/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2008-12-08 → 2024-06-27
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-04-02 → 2008-12-17
  Investors Capital Corp.
  Newburyport, MA
  Birmingham, AL
  Newburyport, MA

Other Businesses

1. Owner & President, Inverness Financial Group, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 2007; 95% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 6/27/2024; Less than 10% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner of rental properties located in Mirage, CA & Hattiesburg, MS, as of 08/2020; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Owner, HF Properties, LLC; an entity created for the purpose of managing real estate in Newburyport, MA & Kingston, NH; as of 02/2004; 0% time spent during business hours; Not conducted at branch; Investment related. 5. Owner, View Changes Daily LLC; private entity established as a holding company; Located in Nottingham, NH; as of 9/05/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 6. Owner of rental property located in Orange Beach, AL, as of 8/01/2026; 0% of time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-23

Other Names

• Trey Byrnes