Patrick Byrne
Patrick Byrne is a registered investment advisor at Cetera Investment Advisers LLC, based in Nesconset, NY, with 33 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
207 Smithtown Blvd, Nesconset, NY, 11767
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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 ActivitiesSells Insurance
Patrick is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance, dedicating a few hours per week plus some evenings/weekends. He is also a registered representative for Affiliated Wealth Advisors, LLC and Maximus Financial Services, and is involved in several civic and political organizations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Kirlin Securities INC.Broker
Essex National Securities, INC.Broker
Abn Amro Investment Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
Essex National Securities, INC.Broker
Abn Amro Investment Services, INC.Broker
Eab Securities, INC.Broker
State Registrations40 states
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