Martin G Byrne

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/2014 → 07/2018
  Lincoln Financial Network
  Philadelphia, PA
• 07/2018 → Present
  Rockefeller Capital Management
  Hamilton, NJ
• 07/2018 → Present
  Rockefeller & Co Llc
  Hamilton, NJ
• 10/2018 → Present
  Rockefeller Financial Llc
  Hamilton, NJ

Previous Registrations

• 2017-02-01 → 2018-07-12
  Osaic Fs, Inc.
  Radnor, PA
  Fort Wayne, IN
  Concord, NH
  Radnor, PA
• 2014-09-12 → 2017-02-01
  Osaic Fa, Inc.
  Radnor, PA
  Concord, NH
  Fort Wayne, IN
• 2011-11-16 → 2014-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2011-11-15

Other Names

• Martin Byrne
• Martin G. Byrne
• Marty Byrne
• Martin Byrne