Owen M Byrnes

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-20
CA	RA	APPROVED	2024-01-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	09/2023	Present
Student	Campbell	CA	10/2013	10/2018
Pizza My Heart	Cupertino	CA	10/2018	10/2019
Duncan Golf Management	Reno	NV	04/2021	09/2021
University Of Nevada Reno	Reno	NV	08/2019	08/2023
Bank Of America, N.A.	San Jose	CA	10/2023	Present

09/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
10/2013 → 10/2018

Student

Campbell, CA
10/2018 → 10/2019

Pizza My Heart

Cupertino, CA
04/2021 → 09/2021

Duncan Golf Management

Reno, NV
08/2019 → 08/2023

University Of Nevada Reno

Reno, NV
10/2023 → Present

Bank Of America, N.A.

San Jose, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-05