Kevin M Byrne

Employer firm

Byrne & Company Wealth Management, LLC CRD 160581

$143M regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2012 → Present
  Byrne & Company Wealth Management, Llc
  Olympia, WA

Previous Registrations

• 2009-06-01 → 2012-07-11
  Morgan Stanley
  Olympia, WA
• 2002-04-10 → 2009-06-01
  Citigroup Global Markets Inc.
  Kennewick, WA
  Olympia, WA
  Kennewick, WA

Other Businesses

Byrne & Company Real Estate LLC, Not investment-related, Address: PO Box 1036, Olympia, WA 98507, Nature: Owns office building, Position: Managing Member, Relationship: 50% Owner, Start Date: 2020, Hours/Month: 2-4, Market Hours/Week: 0 Buoy 10 LLC, Not investment-related, Address: 2946 Central St SE, Olympia, WA 98501, Nature: Owns office building, Position: Managing Member, Relationship: 50% Owner, Start Date: 2021, Hours/Month: 5-10, Market Hours/Week: 0 Trajectory Properties, LLC, Not investment-related, Address: 2946 Central St SE, Olympia, WA 98501, Nature: Real Estate investments, Position: Managing Member, Relationship: 50% Owner, Start Date: 2020, Hours/Month: 0, Market Hours/Week: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-05
• S63 Uniform Securities Agent State Law Examination
  1999-05-28

Designations

• Certified Financial Planner

Other Names

• Kevin Byrne