Kevin Byrne has been Managing Member and Chief Compliance Officer of Byrne & Company Wealth Management since January 2012, is a control person of the firm and directly owns 75% or more of it. Kevin Byrne holds a Bachelor of Science in Management from United States Air Force Academy.
Byrne & Company Wealth Management, LLC is an Olympia, WA firm with $143M under management, 137 clients and 1 adviser in one office, as of its May 2026 filing.
Kevin Byrne is CEO/Founder of Byrne & Company Wealth Management, LLC. He founded the firm in 2012 and has over 25 years experience in portfolio management and financial planning. Before founding it, he spent ten years at Smith Barney as a portfolio manager; earlier he was a project manager in the United States Air Force and worked at New York Life Insurance Company.
Kevin Byrne’s longest registration is the current one, 14 years at Byrne & Company Wealth Management since 2012. Before joining Byrne & Company Wealth Management in 2012, Kevin Byrne was registered through Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc.
- – present · 14 yearsOlympia, WA · Adviser representative · Firm CRD 160581
- Morgan Stanley Smith Barney LLC– · 3 yearsOlympia, WA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 7 yearsOlympia, WA · Adviser representative · Firm CRD 7059
Professional designations
Listed by Byrne & Company Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin Byrne is registered as an investment adviser representative in 2 states. The first approvals date from July 2012; the most recent is Texas, in November 2017.
- TexasSince 21 November 2017
- WashingtonSince 9 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 April 2002 |
| Series 7 | General Securities Representative Examination | 22 March 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Kevin M Byrne
- CRD
- 3220588
- Firm
- Byrne & Company Wealth Management · CRD 160581
- Role
- Managing Member and Chief Compliance Officer
- Office
- 611 COLUMBIA ST NW, #2D, Olympia, WA 98501
- Registration
- Investment adviser registration
- In the industry since
- April 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- byrnewm.com
Where does Kevin Byrne work?
Kevin Byrne has been Managing Member and Chief Compliance Officer of Byrne & Company Wealth Management, LLC since January 2012, and is a control person of the firm.
Is Kevin Byrne a financial advisor?
Yes. Kevin Byrne has a current investment-adviser registration in Texas and Washington, through Byrne & Company Wealth Management since July 2012.
How many years of experience does Kevin Byrne have?
Kevin Byrne has 24 years in the financial industry, since April 2002, across 3 adviser firms.
What exams has Kevin Byrne passed?
Kevin Byrne has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in May 1999.
Where did Kevin Byrne work before Byrne & Company Wealth Management?
Before Byrne & Company Wealth Management, Kevin Byrne was registered through Citigroup Global Markets Inc., April 2002 to June 2009.
Where is Kevin Byrne based?
Kevin Byrne’s registered office is in Olympia, WA.
Is Kevin Byrne registered with FINRA?
No. Kevin Byrne has no current broker registration.
Is Kevin Byrne a CFP?
Byrne & Company Wealth Management lists Kevin Byrne with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kevin Byrne’s record?
Search CRD 3220588 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Byrne’s full registration record.