Michael Thomas Byrne

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Collingswood, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Collingswood, NJ

Previous Registrations

• 2004-04-22 → 2025-01-24
  Osaic Fa, Inc.
  Cherry Hill, NJ
  Cherry Hill, NJ
  Collingswood, NJ

Other Businesses

1) MICHAEL T. BYRNE, 900 HADDON AVENUE, SUITE 432 COLLINGSWOOD, NJ 08108 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE INSURANCE AND FIXED / EQUITY INDEXED ANNUITIES, ACCIDENT AND HEALTH INSURANCE PRODUCTS. START DATE: 1/1/87 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 4 2) MICHAEL BYRNE/BEACH HOME RENTAL ADDRESS 510 19TH STREET CITY: OCEAN CITY STATE: NEW JERSEY ZIP: 08226 CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: RENTAL START DATE: 2/20/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) PLANNJ POSITION: board member NATURE: On board for organization that provides suppport services the adults with special needs INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2025 ADDRESS: 239 US 22, Suite 203, Greenbrook Twp NJ 08812, United States DESCRIPTION: board member

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-24

Other Names

• Michael Byrne