Edward Byrne
Edward Byrne is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Montvale, NJ, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
50 Chestnut Ridge Rd, Montvale, NJ, 07645
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward owns a beach house in Bay Head, NJ, which he rents out for a few weeks during the summer. A realtor handles all aspects of the rental process.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Unfcu Advisors LLC
Communityamerica Financial Solutions, LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
New Albion Partners LLCBroker
Multi-Bank Securities, INC.Broker
Incapital LLCBroker
Vining SparksBroker
Signature SecuritiesBroker
Scott & Stringfellow, LLCBroker
Raymond James & Associates, INC.Broker
Advest, INC.Broker
Raymond James & Associates, INC.Broker
First Union Securities, INC.Broker
Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.