Advisor at M.K. Byrne & Co. LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
M.K. Byrne & Co. LLC
Location
Parsippany, NJ 07054
Credentials
CFP®, CFA®, PFS™, Series 63
Industry experience
16 years
Matthew Byrne is a CFP®, CFA®, and PFS™ with 16 years of industry experience. He is the principal of M.K. Byrne & Co. LLC, where he has worked since 2020, following prior roles at Cetera Advisors LLC and his own CPA practice. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products including life, health, disability, annuities, and long-term care. M.K. Byrne & Co. LLC provides tax planning and compliance, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm combines investment management with coordinated tax and financial planning, utilizing a tactical asset-allocation approach within a modified Modern Portfolio Theory framework.
Based on M.K. Byrne & Co. LLC
$0 - $1,000,000: 1% $1,000,001+: 0.50%
Insurance products offered by certain members pay commissions, including for fixed and equity indexed annuities
$400 per hour for tax and financial planning services
Account minimum: $10,000 annual fee minimum Minimum fee: $10,000 annual fee minimum for Wealth Advisory Service Fee-only: Hourly fee of $400 for tax and financial planning services
2001 Route 46, Suite 211
Parsippany, NJ 07054
New Jersey
M.K. Byrne & Co. LLC
2020 - Present (6 years)
Cetera Advisors Llc/Nicholas Pascarella & Co. As Osj
2014 - 2021 (7 years)
Matthew Kieran Byrne Cpa
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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